Bradley
Soper

Foster & Motley Inc

CRD#6331672
Investment Advisor
in Cincinnati, OH

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About this Advisor

Bradley Soper is a financial advisor based in Cincinnati, Ohio, working with Foster & Motley Inc. Bradley has previously held a position at Foster & Motley, Inc. Bradley has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Bradley is part of Foster & Motley Inc, which operates out of Cincinnati, Ohio. The firm has 48 employees and manages assets totaling $2.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Foster & Motley Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7755 Montgomery Road Suite 100
Cincinnati, OH 45236

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Foster & Motley Inc Brokerage Details

Total Assets Under Management

$2,266,416,534

OH Average: $2,106,341,625
Total Number of Employees

48

OH Average: 34
Total Number of Accounts

861

OH Average: 1,972
Average Account Size

$2,632,307

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bradley Soper Work History

2014 - Present (10 years)

Foster & Motley, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Bradley Soper 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 Foster & Motley Inc

Zachary Horn
Cincinnati, OH
Kevin Schmitt
Cincinnati, OH
Bradley Soper
Cincinnati, OH
Nicole Roland
Cincinnati, OH
Megan Lyons
Cincinnati, OH
Rachel Rasmussen
Cincinnati, OH
Jeffrey English
Cincinnati, OH
Sarah Conwell
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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