Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.30% |
| $500K - $1000K | 2.00% |
| $1M+ | 1.80% |
Advisory fees are negotiable.
Fee Estimator
C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.
Areas of Practice
Advisor Information
Office location
1240 N Lakeview Avenue, Suite 100B, Anaheim, CA, 92807
Get directionsRegulatory History (1)
Employment Separation After Allegations
November 2016Other Business ActivitiesSells Insurance
Bradley is an agent for IWM Financial, Inc. selling annuities and life insurance, and a registered advisor for Associates Financial Group providing 401(k) consulting. He also serves as a CFP for Estate Planning Team and president elect for Financial Planning Association of Orange County, dedicating about a quarter of his time to IWM Financial and Associates Financial Group.