MB
CFA · CFP

Marisa Anne Bradbury

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
793 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.60%
$5M+0.50%

Fees are subject to negotiation at Sigma's discretion. Minimum fee of $10,000 annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000

The annual fee for wealth management services is a minimum of 1% of assets under management, with a minimum annual fee of $10,000. A minimum of $1,000,000 of assets under management is required for this service, though exceptions may be made. The fee schedule is 1% on the first $2,000,000, 0.60% on the next $3,000,000, and 0.50% above $5,000,000. Fees are subject to negotiation at Sigma's discretion. Fees are typically charged quarterly, in advance, based on quarter-end values.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

255 Primera Blvd., Suite 160, Lake Mary, FL, 32746

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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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Employment History
Current Registrations
Sigma Investment Counselors
April 2010 - Present · 15 yrs 9 mos
State Registrations3 states
FLMITX
Advisor
Exams
No exam information available for this advisor.