Advisor at DouglasBradley LLC
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Bradley Loper is a financial advisor at DouglasBradley LLC with 24 years of industry experience. He holds a Series 66 designation and has been with DouglasBradley LLC since 2005. The firm provides investment portfolio management and financial planning services to individuals, families, trusts, estates, and family businesses. DouglasBradley LLC manages approximately $84 million on a discretionary basis for about 75 client households, using a tailored approach that emphasizes income-producing securities and combines fundamental and technical analysis.
Based on DouglasBradley LLC
Fixed fees typically range from $300 to $1,000 for investment management; financial planning fees may be fixed but amounts vary
$0 - $250,000: 0.4875% quarterly $250,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.2375% quarterly
$250 per hour for financial planning
Rockville, MD
Maryland · Virginia
DouglasBradley LLC
2005 - Present (21 years)
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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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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