Bradley Bergman is a registered investment advisor at Fci Advisors, based in Kansas City, MO, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 514 clients with $1.5B 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 $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable and can vary based on historical relationship, account composition, and asset size. Model portfolios are charged at 0.20% to 0.25%.
Fee Estimator
Location
442 West 47th Street, Kansas City, MO, 64112
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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 Activities
Bradley is a director at FCI Holding Corporation and a trust officer at Blue Ridge Bank & Trust Company, dedicating minimal time to each. He also serves as President/CEO/Board Member at Midwest Trust Company (full-time), is a partner in Branch Growth Associates investment club, and a limited partner in Bergman Family Tree Farm L.P.
Employment History
Current Registrations
Fci Advisors
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.
Exams
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