Bradley Vineyard
Bradley Vineyard is a CFP-designated registered investment advisor at Astra Wealth Management Group, based in Plano, TX, with 25 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 964 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Astra Wealth Management's fees for managing your investments are based on the value of your portfolio and are charged quarterly. The annual fee will not exceed 1.50% of your portfolio's value. The exact fee depends on the complexity of your situation and the amount of assets managed. Fees may be negotiable.
Location
5700 Granite Parkway, Suite 330, Plano, TX, 75024
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Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Bradley is a trustee for his parents' trusts since 2008, dedicating minimal time. He also owns 100% of T Times Three, LLC, taking about a quarter of his time, and is a trustee of a 401k plan. Finally, he co-owns a private lake house with his spouse.
Employment History
Current Registrations
Astra Wealth Management Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.