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Bradley Clifton Freels

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$300 - $2,000
Hourly Rate:$50 - $300/hr

Fees are received from third-party money managers and investment management platforms for asset management services, and fixed or hourly fees for financial planning services. Financial planning fees range from $50-$300 per hour or a fixed fee of $300 to over $2,000, based on complexity and advisor experience. The maximum annual asset management fee is 1.5%, negotiable based on the money manager, advisor, and account value.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

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Regulatory History (1)
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Criminal
June 1980
Final Disposition
Other Business ActivitiesSells Insurance

Bradley owns Southwest Wealth Management, LLC, offering wealth management, advisory services, and insurance sales. He also owns Southwest Retirement Resources, Inc., which focuses on insurance sales, Medicare products, and long-term care, since 2011.

Employment History
Current Registrations
Gradient Advisors, LLC
January 2017 - Present · 9 yrs
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.
Bradley Clifton Freels - Financial Advisor | AdvisorDiscover