Bradley Vechten
Bradley Vechten is a CFP, ChFC-designated registered investment advisor at Private Wealth Management Solutions, LLC, based in Bellevue, WA, with 24 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 34 clients with $44M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Investment advisory fees charged by us are negotiable at our sole discretion. All clients do not pay the same fee.
Fee Estimator
Location
11232 NE 15th Street, Suite 100, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Bradley is a member of the board of directors and Secretary of the East King County Estate Planning Council. This activity requires minimal time and is uncompensated.
Employment History
Current Registrations
Private Wealth Management Solutions, LLC
Previous Registrations
Charles Schwab & CO., INC.
LPL Financial LLC
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.