Tedd Bradley
Tedd Bradley is a registered investment advisor at Vantage Point Wealth Management, based in Edina, MN, with 27 years of industry experience. Tedd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,223 clients with $330M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on historical relationships, account composition, and asset amounts. Other LPL advisory programs have maximum annual fees ranging from 0.95% to 3.0%.
Fee Estimator
Location
7101 York Avenue, Suite 350, Edina, MN, 55345
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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
Tedd is an Investment Advisor Representative at VPWM Advisors LLC and a Registered Representative at LPL Financial LLC. He also works as an insurance agent and consultant, dedicating a few hours per week to insurance product sales and minimal time to consulting for a food distribution company, Mr B's Bar-B-Q. Tedd also works as an instructor for White Glove Workshops for minimal time.
Employment History
Current Registrations
Vantage Point Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Next Financial Group, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Tcf Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 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
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