BC

Bradley Taliaferro Clough

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
193 clients
Average Client Portfolio
$173K average
Assets Under Management
$33.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500

Management fees and minimum account sizes are subject to negotiation, but will not exceed 2.50% of assets under management. Fees are calculated and paid quarterly in arrears or in advance. The fixed rate for creating financial plans is $1,500, with significant plan updates costing $750. These fees are also negotiable. Clients may be billed directly or authorize AFM to deduct fees from their accounts.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

9830 Reisterstown Rd, Apartment 219, Owings Mills, MD, 21117

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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 ActivitiesSells Insurance

Bradley is an independent licensed insurance agent.

Employment History
Current Registrations
American Financial Management, Ltd.
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - December 2022 · 2 yrs 4 mos
The Marshall Financial Group LLC
June 2019 - April 2023 · 3 yrs 10 mos
Securities Service Network, LLCBroker
May 2019 - August 2020 · 1 yr 3 mos
Janney Montgomery Scott LLC
January 2019 - May 2019 · 4 mos
Janney Montgomery Scott LLC Broker
August 2018 - May 2019 · 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.