Bradley Harsch
Bradley Harsch is a registered investment advisor at Strategic Advocates, LLC, based in Sacramento, CA, with 36 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 141 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Advocates (StratiCo) charges an annual fee based on the value of your investments. This fee typically ranges from 1.00% to 2.00% of your portfolio's value. The exact fee is negotiable and will be outlined in your agreement. The fee is billed monthly or quarterly, either in advance or after the period, depending on your agreement.
Location
500 N Street, Suite 30, Sacramento, CA, 95814
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Bradley is the president of StratiCo LLC and StratiCo Capital Corp, and a managing member and investment adviser representative at Strategic Advocates, LLC. He also serves as secretary for the Nancy Gressley Education Foundation and Michelle Harsch Design Lab, dedicating minimal time to each.
Employment History
Current Registrations
Strategic Advocates, LLC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLCBroker
LPL Financial Corporation
Associated Securities CORP.Broker
Associated Securities CORP.
Strategic Wealth Advisors Group
Fsc Securities Corporation
Fsc Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
M.L. Stern & CO., LLC.Broker
State Registrations3 states
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.