BH
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Bradford Hyde

25 Years of Experience
Bonita Springs, FL
1 Disclosure

Bradford Hyde is a registered investment advisor at Onedigital, based in Bonita Springs, FL, with 25 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
388 advisors
Number of Clients
18,203 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$155.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

27200 Riverview Center Boulevard, Suite 202, Bonita Springs, FL, 34134

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Settled
Employment History
Current Registrations
Onedigital
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
PNC Funds Distributor, LLCBroker
June 2014 - April 2019 · 4 yrs 10 mos
PNC Capital Advisors LLC
April 2014 - April 2019 · 5 yrs
Cambridge Investment Research, INC.Broker
January 2003 - July 2010 · 7 yrs 6 mos
AXA Advisors, LLCBroker
September 1996 - January 2003 · 6 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1996 - January 2000 · 3 yrs 4 mos
Martha R. Seger & Associates, INC.Broker
September 1995 - August 1996 · 11 mos
Ccm Financial CorporationBroker
September 1994 - August 1995 · 11 mos
East - West Capital CorporationBroker
July 1993 - September 1994 · 1 yr 2 mos
Equico Securities, INC.Broker
March 1992 - June 1993 · 1 yr 3 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1992 - June 1993 · 1 yr 3 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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