Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual management fee ranges from 0.25% to 2.00% of assets under management, billed monthly in arrears. The fee is negotiable and based on the account value and complexity of the client's situation. This fee includes the firm's advisory fee, the platform fee paid to the sub-adviser, and the portfolio model manager fee, if applicable. The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
7870 E. Kemper Road, #430, Cincinnati, OH, 45249
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 ActivitiesSells Insurance
Bradley is a media specialist for Brad Johansen Media, LLC since March 2023. He also sells insurance for Wilson Private Capital (a few hours per week) and is involved in TV hosting, writing, and production for Magellan Financial (about half of his time).