Bradley Teets
Bradley Teets is a CFP, PFS-designated registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 28 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, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
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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 works as a financial/registered sales assistant for Altrus Investment Services, dedicating about three-quarters of his time. He also has a CPA practice, sells fixed insurance/annuities (about 20% of his time), is a member of the City of Punta Gorda General Employees' Pension Board (minimal time), is a board member and treasurer for Scenic View Storage Condominium Association (minimal time), and is president of Harbor Corvettes (a few hours per week).
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Financial Investment Analysts, INC.Broker
State Registrations1 state
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