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Bradley Michael Foster

Advisor at NTV Asset Management, LLC — Charleston, WV

Updated today

Credentials

CFA®, Series 66

Experience

13 years

Location

Charleston, WV 25301-1800

NTV Asset Management, LLC logo

NTV Asset Management, LLC

Team

Total advisors

5

Clients per advisor

68 High

Avg AUM per client

$2,954,445 Very High

HNW client ratio

29% Typical

About

Bradley Foster is a CFA® charterholder with 12 years of industry experience. He is currently with NTV Asset Management, LLC, where he has worked since 2023. His prior experience includes roles at McKinley Carter Wealth Services and Fifth Third Bank. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a team of five advisors.

Client services

Based on NTV Asset Management, LLC

Financial planning Portfolio management

Expertise

Based on NTV Asset Management, LLC

Wealth management Real estate investing

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%

Other

Account minimum: $1,000,000

Location

Charleston, WV

170 Summers Street, Suite 200

Charleston WV 25301-1800

Advisors at this office

5

Most active in

West Virginia

Work history

13 years of industry experience

NTV Asset Management, LLC

2023 - Present • 3 years

Charleston, WV

McKinley Carter Wealth Services

2018 - 2023 • 5 years

Charleston, WA

Fifth Third Bank

2018 - 2018 • 1 year

Charleston, WV

McKinley Carter Wealth Services, Inc.

2014 - 2018 • 4 years

Wheeling, WV

Wells Fargo Clearing

2013 - 2014 • 1 year

Charleston, WV

Citigroup Global Markets

2007 - 2007 • 1 year

Washington, DC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Robert N

Series 65

Charleston, WV

WNA Wealth Management, LLC

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

General estate planning guidance Annuities
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John J

Series 63

Charleston, WV

Jacobs & Company

John Jacobs is the sole advisor at Jacobs & Company in Charleston, WV, with 13 years of industry experience. He is a Series 63 license holder and the founder of Jacobs & Company as well as Jacobs Financial Group, Inc., where he has served as director and president. Jacobs is a certified public accountant and a licensed property and casualty insurance agent in fifteen states. Jacobs & Company is a state-registered independent investment adviser that serves individuals, corporations, trusts, and institutional clients. The firm manages discretionary portfolios across multiple asset classes and offers financial planning and advisory consultations, tailoring strategies to clients’ objectives and employing a range of securities and option strategies.

Active portfolio management
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Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Brian R

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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Melissa G

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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