Bradley Livingston
Bradley Livingston is a registered investment advisor at Livingston Wealth Advisory, based in The Woodlands, TX, with 29 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
The Woodlands, 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 →Employment History
Current Registrations
Livingston Wealth Advisory
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Laidlaw & Company (UK) LTD.Broker
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Berkshire Asset Management, INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Financial Network Investment CorporationBroker
Copeland Equities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.