Brad Metz is a ChFC-designated registered investment advisor at Ark Advisors LLC, based in Bloomington, IL, with 23 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 339 clients with $200M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable based on specific client needs, the scope of services provided, and the account size.
Fee Estimator
Location
205 N. Williamsburg Drive, Suite E, Bloomington, IL, 61704
Get directionsHistory
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
Brad has been an insurance agent since 2006, focusing on fixed insurance sales.
Employment History
Current Registrations
Ark Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Midwest Securities, INC.Broker
Fmsi Advisers
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Farm Vp Management CORP.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.