Bradley Wise is a registered investment advisor at Revisor Wealth Management LLC, based in Naples, FL, with 38 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,132 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable at the sole discretion of Revisor Wealth Management. Certain clients may be charged a fixed annual rate or fixed annual dollar amount.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Revisor Wealth Management LLC
Previous Registrations
Ast Investment Services, INC.
American Skandia Advisory Services, INC.
Prudential Annuities Distributors, INCBroker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Walter Schacht, CFPTruist Advisory Services, INC.
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC
- Kodie Fridley, CFPMorgan Stanley
- Nicholas Petralia, CFPLPL Financial LLC
- Timothy Evanson, CFPLPL Financial LLC
- Paul Ewing, CFPCetera Investment Advisers LLC