BE

Bradley Steven Eisen

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Investment management only

Westwood charges fees based on a percentage of assets under management, and for some strategies, performance-based fees or a combination of both. Fees are negotiable depending on account size, complexity, and services requested. Minimum account sizes may be waived at Westwood's discretion. Model portfolio fees are also negotiable and may be tiered depending on the platform's asset potential, advisor base, operational complexity, and the breadth of services and support required.

Areas of Practice
Investment Management
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Advisor Information

Office location

Westport, CT

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley is a Senior Divisional Consultant at Westwood Management Corp. since November 2022. This is a full-time position.

Employment History
Current Registrations
Westwood Management CORP
May 2023 - Present · 2 yrs 8 mos
Salient Capital L.P.
April 2013 - Present · 12 yrs 9 mos
Salient Capital L.P.Broker
April 2013 - Present · 12 yrs 9 mos
Previous Registrations
Salient Capital Advisors, LLC
May 2013 - November 2022 · 9 yrs 6 mos
UBS Financial Services INC.
December 2010 - April 2013 · 2 yrs 4 mos
UBS Financial Services INC. Broker
December 2010 - April 2013 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith Barney Broker
June 2009 - January 2011 · 1 yr 7 mos
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC. Broker
February 2007 - June 2009 · 2 yrs 4 mos
RBC Dain Rauscher INC.
January 2006 - December 2006 · 11 mos
RBC Dain Rauscher INC. Broker
December 2005 - December 2006 · 1 yr
State Registrations3 states
CTNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradley Steven Eisen - Financial Advisor | AdvisorDiscover