Bradley Lay is a registered investment advisor at Stonex Advisors INC., based in Franklin, TN, 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 Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
256 Seaboard Ln, Suite G-102, Franklin, TN, 37067
Get directionsBradley owns Mirror Consulting, a business consulting firm focused on team dynamics and efficiency, dedicating about 10-20% of his time. He is also a partner at Oak Crest Financial Partners, a DBA for his StoneX business, which takes nearly full-time hours.
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.