Bradley Nagel
Bradley Nagel is a registered investment advisor at Blueprint Financial Advisors, based in Cape Coral, FL, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B 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 | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
1222 SE 47th St, Suite 404, Cape Coral, FL, 33904
Get directionsHistory
Regulatory History (1)
Regulatory
October 2013Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Navigen Wealth Management
Banc One Securities Corporation
Banc One Securities CorporationBroker
M&i Brokerage Services, INC.Broker
Lifeusa Securities, INC.Broker
Investors Capital CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.
Exams
More Advisors
- Peter Ardolino, ChFCAmeriprise Financial Services, LLC
- Ty Totzke, ChFCCwm, LLC
- Deanne Mathis, CFPCommonwealth Financial Network
- Craig Freund, CFPLPL Financial LLC
- Danielle Gates, CFPLPL Financial LLC
- Daniel Dame, ChFCPmg Wealth Management