Tedd Bradley
Tedd Bradley is a registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, with 26 years of industry experience. Tedd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
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
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.