Bradford
Newsome
Wasserman Wealth Management, LLC
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About this Advisor
Bradford Newsome is a certified financial planner working in Farmington, Michigan with 4 years of industry experience. Newsome currently works for Wasserman Wealth Management, LLC. Newsome has gained experience at Merrill Lynch (Bank Of America, N.A.) and Wasserman Wealth Management, LLC. Newsome holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Wasserman Wealth Management, LLC is a financial advisory business operating out of Farmington, MI. It oversees $267 million in assets under management among its 526 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 526 accounts, 34% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Wasserman Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wasserman Wealth Management, LLC Brokerage Details
$267,394,428
5
526
$508,354
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bradford Newsome Work History
Bradford has been registered as a financial advisor for 4 years.*
Wasserman Wealth Management, LLC
Merrill Lynch (Bank Of America, N.A.)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradford Newsome to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wasserman Wealth Management, LLC
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
