Bradley Ducoat
Bradley Ducoat is a registered investment advisor at The Ducoat Financial Group, based in Gainesville, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 157 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and in some cases clients may be charged fees lower than 1% per year.
Fee Estimator
Location
Gainesville, FL
Get directionsHistory
Regulatory History (1)
Regulatory
October 2016Other Business ActivitiesSells Insurance
Bradley is the owner/general agent of B.Ducoat Enterprises Inc., selling life insurance and fixed annuities since 2004. This activity takes about a quarter of his time.
Employment History
Current Registrations
The Ducoat Financial Group
Previous Registrations
Moloney Securities CO., INC.Broker
Wasserman & Associates, INC.Broker
Thos. K. Wasserman & Associates, INC.Broker
PFS Investments 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.