Bradley Kaplan
Bradley Kaplan is a CFP-designated registered investment advisor at Kaplan Wealth Management, INC., based in Cape May, NJ, with 29 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 287 clients with $89M 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 $750K | 1.25% |
| $750K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Rates apply to assets managed in the main wrap fee program. Fees are negotiable for accounts over $5,000,000. Assets managed outside the wrap program in Guided Wealth Portfolios are charged a flat 0.50% annual fee.
Fee Estimator
Location
Cape May, NJ
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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 Activities
Bradley is associated with Kaplan Wealth Management as an RIA and DBA for LPL business, dedicating full-time hours. He also owns Surf Shack Rentals, LLC, a real estate rental business, but spends minimal time on it.
Employment History
Current Registrations
Kaplan Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations35 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
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