Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley R. Bernard is a registered Investment Advisor Representative with BBR Partners, LLC. Bradley has been in the industry since September 2014. Bradley currently holds registrations in New York and Texas. Bradley is affiliated with BBR Partners, LLC since September 2014 and has worked for BBR Partners, LLC since June 2020. BBR Partners, LLC provides investment advice to high-net-worth individuals, corporations, pooled investment vehicles and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
03/18/2021 - Present
BBR Partners, LLC (NEW YORK NY)
Active
Inactive
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