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