BK
CFP
BK
CFP

Bradley Kaminski

25 Years of Experience
Grand Rapids, MI
1 DisclosureBroker

Bradley Kaminski is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2006
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2017 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
February 2017 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Oppenheimer & CO. INC.
April 2007 - March 2017 · 9 yrs 11 mos
Oppenheimer & CO. INC.Broker
September 2006 - March 2017 · 10 yrs 6 mos
Morgan Stanley Dw INC.Broker
July 2001 - August 2006 · 5 yrs 1 mo
State Registrations23 states
AKALAZCACODEFLGAILINMIMNMTNJNVNYOHORPATNTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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