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Bradford Vannelli

Arax Advisory Partners
26 Years of Experience
Bloomfield Hills, MI
BrokerSells Insurance
View SEC Summary
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Bradford Vannelli is a registered investment advisor at Arax Advisory Partners, based in Bloomfield Hills, MI, with 26 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

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

Location

40705 Woodward Ave., Suite 100, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradford spends a minimal amount of time on insurance sales. He dedicates most of his time as an investment advisor representative and a smaller portion as a registered representative.

Employment History
Current Registrations
Arax Advisory Partners
August 2026 - Present · 2 mos
Transcend Capital Advisors, LLC
October 2021 - Present · 5 yrs
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
March 2012 - November 2021 · 9 yrs 8 mos
UBS Financial Services INC.Broker
March 2012 - November 2021 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - March 2012 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - March 2012 · 12 yrs 4 mos
State Registrations6 states
AZCACTFLMIOH
AdvisorBrokerBoth

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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