Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. UMA and asset management fees range from 0.50% to 2.00% annually, depending on account size and complexity. Financial planning fees are hourly ($125-$500) or fixed (typically $0-$15,000, but can exceed $100,000). Financial consulting fees range from $500 to $4,000 per year. Tax preparation fees are determined on a case-by-case basis. Back-office services are negotiable. Trading costs range from 0.02% to 0.15%. Flourish Cash has a 0.25% service fee. Fees are negotiable and can be higher or lower than the stated ranges.
Areas of Practice
Advisor Information
Office location
100 Cummings Center, Suite 207P #234, Beverly, MA, 01915
Get directionsRegulatory History (3)
Customer Dispute
October 2012Customer Dispute
June 2003Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Bradley works as an Investment Advisor Representative (IAR) for One Ascent Financial Services, doing business as Solomon Private Wealth, dedicating full-time hours to this role. He also sells fixed insurance products through multiple carriers, spending a few hours per week on this activity, and is an insurance agent for Smith Companies.