BC
CFP

Bradley Trent Covey

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,873 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$2,000 - $100,000
Hourly Rate:$150 - $500/hr

Avidian generally charges an annual advisory fee based on a percentage of assets under management, billed monthly in arrears. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of AUM. Financial planning and consulting fees range from $2,000 to $100,000 on a fixed fee basis, or $150 to $500 hourly. A $1,000,000 minimum is generally required for discretionary managed account services, but this may be reduced at Avidian's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

Get directions
Regulatory History (3)
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 2008
Settled
Customer Dispute
April 2008
Settled
Customer Dispute
June 2001
Settled
Other Business ActivitiesSells Insurance

Bradley is an Executive Vice President/Partner at Avidian Wealth, a Registered Investment Advisor, dedicating full-time hours to this role. He is also a Partner at Avidian Insurance Agency, spending minimal time per month on insurance-related activities.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - Present · 7 yrs 3 mos
Avidian Wealth Solutions
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
October 2012 - October 2018 · 6 yrs
J.P. Morgan Securities LLC
October 2012 - October 2018 · 6 yrs
Chase Investment Services CORP.
April 2005 - October 2012 · 7 yrs 6 mos
Chase Investment Services CORP.Broker
May 2002 - October 2012 · 10 yrs 5 mos
RBC Dain Rauscher INC. Broker
June 2000 - March 2002 · 1 yr 9 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1997 - June 2000 · 2 yrs 8 mos
State Registrations5 states
COFLNYSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.