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Bradley Church

Advisory Services Network
23 Years of Experience
Chattanooga, TN
4 DisclosuresSells Insurance
View SEC Summary
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Bradley Church is a registered investment advisor at Advisory Services Network, based in Chattanooga, TN, with 23 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1208 Pointe Centre Drive, Suite 217, Chattanooga, TN, 37421

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2016
Customer Dispute
September 2004
Closed-No Action
Customer Dispute
October 2003
Settled
Employment Separation After Allegations
October 2003
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bradley provides and sells non-variable insurance, including life, health, and P & C coverage, through Private Ridge Risk Management since 2013. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Advisory Services Network
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
LPL Financial LLC
March 2011 - March 2016 · 5 yrs
Wells Fargo Advisors Financial Network, LLC
April 2009 - March 2011 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - April 2009 · 4 yrs 9 mos
Suntrust Securities, INC.
October 2001 - September 2002 · 11 mos
State Registrations2 states
TNTX
Advisor

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
No exam information available for this advisor.
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