Advisor at Four Seasons Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Four Seasons Investment Management LLC
Location
Rehoboth Beach, DE
Credentials
Series 65
Industry experience
9 years
Bradley Fine is a Series 65-licensed financial advisor with eight years of industry experience. He is the sole principal of Four Seasons Investment Management LLC and previously worked at Sandy Spring Bank/TRUST for 17 years. Four Seasons Investment Management is an independent, fee-only firm serving individual investors, trusts, endowments, and select business entities. The firm offers discretionary wrapped investment management, hourly advisory services, and educational seminars, managing portfolios under a fiduciary Prudent Investor Standard with a focus on globally diversified allocations and tax sensitivity.
Based on Four Seasons Investment Management LLC
Based on Four Seasons Investment Management LLC
$0 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.70% $4,000,001+: 0.50% +: 0.50% for a 100% fixed income investment portfolio
$180 per hour billed in 15-minute increments for Custom Consultancy service.
Account minimum: $350,000 Fee-only: Custom Consultancy service billed hourly at $180 per hour in 15-minute increments; Educational seminars nominal fee up to $50 per attendee; FSIM Wrapped Investment Management Program billed monthly as a percentage of assets under management using the tiered schedule above.
Rehoboth Beach, DE
Delaware
Sandy Spring Bank/TRUST
2000 - 2017 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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