Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of your assets under management, as detailed in the fee table. Financial planning fees are fixed and range from $1,500 to $15,000. Pension consulting fees are up to 0.50% of assets. Administrative trust services have a minimum fee of $2,500, with additional fees for accounting and tax preparation. These fees are negotiable.
Areas of Practice
Advisor Information
Office location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bradley is a partner at Smith Wynd CPA, providing tax services, taking nearly full-time. He is also an owner of Smith Wynd & Co LLC, working as a transaction advisor a few hours per week, and an owner of Brad Smith CPA LLC, a management entity, dedicating about 10-20% of his time.