BH

Bradford Cooper Hagerman

51 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$1,500 - $25,000

Thurston Springer charges fees for ERISA fiduciary services based on the selected fee arrangement. These include one-time fees (ranging from $1,500 to $10,000), flat annual fees (ranging from $5,000 to $25,000 per year), and asset-based fees (ranging from 0.10% to 0.50% annually). The firm also charges fees for extra services such as 401(k) reviews, assessed hourly or by increasing the annual fee. Payment for advice can be billed at an hourly rate and may include such matters as working with family members, settling an estate, etc.

Areas of Practice
Retirement PlanningEstate PlanningInvestment Management
Loading...

Advisor Information

Office location

333 S. Pineapple St., Sarasota, FL, 34236

Get directions
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010
Denied
Customer Dispute
July 2006
Settled
Customer Dispute
May 1991
Settled
Customer Dispute
November 1987
Award / Judgment
Other Business Activities

Bradford has 100% ownership of Cerulean Capital Management LLC since 2010. This takes about half of Bradford's time, with most of it during trading hours.

Employment History
Current Registrations
Thurston Springer Advisors
April 2021 - Present · 4 yrs 9 mos
Thurston Springer FinancialBroker
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Thurston Springer Financial
March 2021 - June 2021 · 3 mos
Wells Fargo Advisors Financial Network, LLC
January 2010 - April 2021 · 11 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC Broker
January 2010 - April 2021 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2000 - January 2010 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2000 - January 2010 · 9 yrs 8 mos
Painewebber Incorporated Broker
October 1996 - May 2000 · 3 yrs 7 mos
Prudential Securities IncorporatedBroker
February 1987 - November 1996 · 9 yrs 9 mos
E. F. Hutton & Company INCBroker
March 1975 - March 1987 · 12 yrs
Nies Financial CorporationBroker
August 1974 - April 1975 · 8 mos
State Registrations27 states
ALARAZCACOCTDCFLGAILINKYLAMDMIMONCNJNVNYOHORPATNTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.