Cottage Street Advisors
About
Independent, fee-only, fiduciary standard firm offering advice, planning and investment management.
We don't accept commissions, kickbacks or referral fees. When you hire us, you get our best, unbiased opinion.
We also offer portfolio construction aligned to your values.
Chartered Financial Analyst: https://www.cfainstitute.org/programs/cfa
LinkedIn: https://www.linkedin.com/in/jbradfordinvestments/
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Frequently asked questions
What is your typical process for working with a new customer?
We start with a no pressure, no judgement, free consultation, which can be over the phone, in person or via a web meeting.
We'll identify the products and services that meet your needs and then give you a proposal, usually in 1-2 days.
What education and/or training do you have that relates to your work?
BA, Economics, University of Michigan
MBA, Boston College
CFA, Chartered Financial Analyst
Do you have a standard pricing system for your services? If so, please share the details here.
For investment management, we charge .75% or three quarters of one percent of assets under management.
For financial planning, we provide fixed price quotes based on the complexity of the situation.
How did you get started in this business?
I worked at Fidelity Investments for 21 years and finally decided that if I wanted to work for the perfect investment management company in the perfect role, I would have to start the company myself, so I did.
What types of customers have you worked with?
Individual and families that are committed to saving and that value advice that will help them be more successful professionally, financially and civically.
We also have many clients that were or are dissatisfied with their current money manager.
What advice would you give a customer looking to hire a pro in your area of expertise?
Most importantly, ask if they are a fiduciary.
Ask if you will be working directly with a Chartered Financial Analyst or at the very least, do they have one on staff.