A complete list of active advisors currently associated with W Bradley Wealth Management LLC
Warmer can help you find a great advisor at W Bradley Wealth Management LLC or one who fits your needs even better.
W Bradley Wealth Management is a newly registered investment adviser that offers financial planning and investment management to individuals, high‑net‑worth individuals, corporations and other businesses, and may assist institutional clients with portfolio review and committee structure. As of this disclosure the firm reports no assets under management and operates with a single managing member. The firm primarily follows a passive, asset‑class approach, constructing portfolios from index mutual funds and ETFs to manage correlation, risk and return, with ongoing monitoring and quarterly reviews and custodial account statements provided directly to clients. For financial planning it offers one‑time, ongoing subscription, or hourly billing, and for investment management it generally uses flat, negotiated fees rather than percentage‑of‑AUM or performance‑based compensation. Distinctive features relative to peers include the firm's atypical fee practices for an investment manager—specifically offering hourly billing for planning and flat negotiated management fees in lieu of the more common AUM percentage model—and its stated policy of not accepting performance‑based fees. The brochure also documents operational details such as itemized invoices when fees are deducted, annual summaries of material changes, and the principal’s concurrent, limited‑time role managing inactive private funds tied to a digital health accelerator.
To learn more about the advisors currently working at W Bradley Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oviedo, FL
| 1
|
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