Bradley Klitzke
Bradley Klitzke is a registered investment advisor at Colliers Securities LLC, based in Minneapolis, MN, with 25 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 816 clients with $330M 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 | 2.50% |
| $250K - $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable. Envestnet and Dana wrap programs include separate program fees and third-party manager fees.
Fee Estimator
Location
90 South Seventh Street, Suite 3300, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
Criminal
January 1994Other Business Activities
Bradley owns three single-family rental homes in Glencoe, MN, dedicating minimal time to each. He also owns a farm in McLeod County, MN, but devotes no time to it during business hours.
Employment History
Current Registrations
Colliers Securities LLC
Colliers Securities LLC
Colliers Securities LLCBroker
Previous Registrations
Northland Securities, INC.Broker
Financial Network Investment CorporationBroker
Washington Square Securities, INC.Broker
State Registrations16 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.
Exams
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