Bradley Gilbert is a registered investment advisor at Thrive Portfolios, based in San Diego, CA, with 6 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $2.2M 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 $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
1650 Garnet Ave., #1137, San Diego, CA, 92109
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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 owns Thrive Portfolios, Inc., an investment-related business, and spends a few hours per week on it. He also owns Delta Companies, LLC, a property management consulting business, dedicating a few hours per week.
Employment History
Current Registrations
Thrive Portfolios
Previous Registrations
Cresta Advisors
Impact Investors
State Registrations1 state
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