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Bradley Morris

Pcg Wealth Management
23 Years of Experience
Oak Brook, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Morris is a CFP-designated registered investment advisor at Pcg Wealth Management, based in Oak Brook, IL, with 23 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.

Pcg Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,959 clients
Average Client Portfolio
$475K average
Assets Under Management
$931.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees are negotiable at the discretion of the firm and take into consideration aggregate assets under management. Maximum fee is 1.60%.

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

1415 West 22nd Street, Tower Floor, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley is involved in several business activities, including insurance sales, tax preparation/accounting, third-party administration, and investment advisory services through PCG Wealth Advisors, LLC. He dedicates a significant amount of time to PCG Wealth Management, working nearly full-time, and also spends time on tax preparation and insurance-related activities.

Employment History
Current Registrations
Pcg Wealth Management
January 2018 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Good Life Advisors, LLC
December 2017 - January 2018 · 1 mo
Waddell & Reed
May 2006 - December 2017 · 11 yrs 7 mos
Waddell & ReedBroker
May 2006 - December 2017 · 11 yrs 7 mos
Waddell & Reed, INC.
June 2002 - November 2005 · 3 yrs 5 mos
Waddell & Reed, INC.Broker
May 2002 - November 2005 · 3 yrs 6 mos
State Registrations6 states
AZILMINVSCWI
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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