Bradford Valentine is a registered investment advisor at Valentine Investments, LLC, based in Dallas, TX, with 25 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 56 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valentine Investments charges an annual fee based on a percentage of the value of your investments. The fee is calculated quarterly, in advance, based on the average month-end market value of your investments in the preceding three months. The annual fee varies depending on the type of portfolio:
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Equity Portfolios:
- Up to $500,000: 1.10%
- $500,001 - $1,500,000: 0.90%
- $1,500,001 - $5,000,000: 0.80%
- Above $5,000,000: 0.70%
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Fixed Income Portfolios:
- Up to $500,000: 0.50%
- $500,001 - $1,500,000: 0.45%
- $1,500,001 - $5,000,000: 0.40%
- Above $5,000,000: 0.30%
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Balanced Portfolios:
- Up to $500,000: 0.80%
- $500,001 - $1,500,000: 0.65%
- $1,500,001 - $5,000,000: 0.60%
- Above $5,000,000: 0.50%
Financial planning services may be included as part of the overall investment management fee.
Location
5310 Harvest Hill Road, Suite 227, Dallas, TX, 75230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Valentine Investments, LLC
Previous Registrations
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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