Bradley Johnson
Bradley Johnson is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Santa Maria, CA, with 27 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
2650 Industrial Parkway #200, Santa Maria, CA, 93455
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Bradley is an insurance broker for non-registered insurance products since 2010, operating under DBA Central Coast Visionary Insurance & Financial Services LLC. He also owns rental properties, dedicating a few hours per week, and is a shareholder in NYLARC Holding Company Inc., reinsuring life insurance written with New York Life, spending minimal time on this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations20 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.