Bradley Kingsbury is a registered investment advisor at Blue Capital, based in Omaha, NE, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 439 clients with $210M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fee Estimator
Location
3814 Farnam Street, Suite 202, Omaha, NE, 68131
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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
Bradley owns BK Financial Services, an insurance and financial services practice, dedicating full-time hours to it. He also serves as a board member at Divine Shepherd Lutheran Church, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Blue Capital
Previous Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West Group
Financial West GroupBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 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.