Bradley Kaiser
Bradley Kaiser is a ChFC-designated registered investment advisor at Hg Wealth Partners LLC, based in Long Beach, CA, 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 15 clients with $4.2M 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 | 2.00% |
| $1M+ | 1.50% |
The Annual asset-based fee charged for portfolio management services typically ranges from 0.50% to 2.00% (one-half percent to two percent) of assets under management. The exact percentage charged depends upon the nature and total dollar value of the account and is negotiable. Clients are hereby advised that lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Long Beach, CA
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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
Bradley is an agent for accident & health, life, and variable insurance. He also provides financial planning and advisory services through HG Wealth Partners LLC, and runs a BD/RIA consulting business, taking a few hours per week.
Employment History
Current Registrations
Hg Wealth Partners LLC
Hamilton Grant LLC
Hamilton Grant LLCBroker
Previous Registrations
Hamilton Grant LLCBroker
Western International Securities
Western International Securities, INC.Broker
Valdes, Kaiser & Associates, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Computer Clearing Services INCBroker
Wells Fargo Securities INC.Broker
Pacific Coast Financial Securities, INC.Broker
State Registrations11 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.