Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on assets under management, with a maximum annual rate of 2.25%. Fees are billed in arrears, monthly or quarterly, based on the average daily market value. Financial planning fees are fixed, subscription-based, hourly, or retainer-based, depending on the plan's complexity. Clients also pay brokerage commissions, custodial fees, and an annual administrative fee of up to $50 per account. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
2210 E. 52nd Street, Davenport, IA, 52807
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 a representative/agent at The Advisory Group, focusing on securities and insurance sales and services since March 2023. He is also self-employed as an agent selling insurance and annuities since February 2023; these activities take about half of Bradley's time.