Bradford Sylve
Bradford Sylve is a CFP-designated registered investment advisor at Dfw Wealthcare Advisors, LLC, based in Euless, TX, with 30 years of industry experience. Bradford 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 12 clients with $5.3M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable. When using Nepsis Capital Management as a Sub-Advisor, the total fee to the client will not exceed a total annual fee of 2.5% of the assets under management.
Fee Estimator
Location
Euless, TX
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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 →Other Business ActivitiesSells Insurance
Bradford is an insurance agent selling various insurance products, dedicating about 10-20% of his time to this activity. He is also a CPA providing tax services and accounting, spending minimal time on this. Additionally, Bradford owns DFW Strategic College Funding Solutions, a college planning business, taking about 10-20% of his time.
Employment History
Current Registrations
Dfw Wealthcare Advisors, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
1st Global Capital CORP.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Titan/value Equities Group, INC.Broker
Nylife Securities INC.Broker
State Registrations2 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.