Brad Jantz
Brad Jantz is a CFA-designated registered investment advisor at Bolthouse Investment Management Services, based in Bakersfield, CA, with 12 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53 clients with $540M 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 | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Some accounts may be under different fee schedules honoring prior agreements. Standard fee schedule may be negotiable.
Fee Estimator
Location
11601 Bolthouse Drive, Suite 210, Bakersfield, CA, 93311
Get directionsHistory
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
Brad is an adjunct professor for Liberty University, teaching for a few hours per week. This activity does not occur during trading hours.
Employment History
Current Registrations
Bolthouse Investment Management Services
Previous Registrations
Flagstone Investments LLC
State Registrations2 states
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.