The annual fees for discretionary accounts range from 0.5% to 3.00% of assets under management. Fees are normally billed in advance, based on the net asset value of a client’s account. Financial planning services are available for a flat fee or at an hourly rate, negotiated between you and your investment adviser representative. There is no stated minimum annual fee or minimum investment.
27777 Franklin Road, Suite 700, Southfield, MI, 48034
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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 →Bradley is the President of Solomon Financial, an independent financial advisory firm, where he sells insurance and annuities. He is also a member of BNI for networking purposes, spending a few hours per week on this activity.