Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual management fee for the wrap fee program is negotiable and varies based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your IAR, and the nature and total dollar asset value of the assets maintained in your account. The annual fee ranges up to 2.25% annually. Fees can be structured as a fixed flat percentage, a tiered fee schedule, a linear fee, or a flat annual dollar amount. There may be a minimum quarterly or monthly fee.
Areas of Practice
Advisor Information
Office location
3721 Douglas Blvd., Ste. 205, Roseville, CA, 95661
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is an independent insurance agent since 2013, selling various insurance products and dedicating a few hours per week. He is also a managing partner at Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice, which takes nearly full-time.