Matthew Bradley
Matthew Bradley is a CFP-designated registered investment advisor at Rba Wealth Management, LLC, based in Newport Beach, CA, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 426 clients with $450M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
The firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
520 Newport Center Drive, Suite 740, Newport Beach, CA, 92660
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
Matthew is an Investment Advisor Representative (IAR) with RBA Wealth Management since 2017, dedicating about 10-20% of his time. He also works as an agent selling fixed/traditional insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Rba Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pks Advisory Services, LLC
Morgan Stanley
Morgan StanleyBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fortis Investors, INC.Broker
State Registrations19 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.