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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Wealth management fees are based on a tiered schedule applied to assets under management, advisement, and/or supervision. Fees are generally paid quarterly. Financial planning services are offered as project-based engagements (billed hourly up to $550/hour or fixed fee) or ongoing advisory services (annual fee up to $10,000). Retirement plan advisory fees are up to 1.00% annually or a fixed annual fee. Educational seminars and workshops range from $0-$20,000 per event or $0-$500 per participant. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD, 20878
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 co-owns Appleseed Management LLC, a real estate rental company, and spends minimal time maintaining property and collecting rent. Bradley also owns rental real estate and spends minimal time maintaining the property and collecting rent.