Michael Bradley
Michael Bradley is a registered investment advisor at Bradley Wealth LLC, based in Scottsdale, AZ, with 23 years of industry experience. Michael 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. Their firm serves 279 clients with $280M 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 $250K | 1.95% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.00% |
Fee schedule is negotiable. The value of retirement accounts or assets managed on the Pontera platform will be included in a client’s aggregate asset under management for advisory fee billing purposes.
Fee Estimator
Location
16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (5)
Regulatory
May 2025Customer Dispute
March 2012Regulatory
May 2009Employment Separation After Allegations
June 2008Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Michael is an independent insurance agent specializing in long-term care, life, and disability insurance planning since 2003. He spends a few hours per week on this activity.
Employment History
Current Registrations
Bradley Wealth LLC
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Wealth Enhancement & Preservation, LLC
Wealth Enhancement & Preservation, LLC
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.Broker
State Registrations3 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.