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Bradley Recknagel
22 Years of Experience
Muskegon, MI
2 DisclosuresBroker
Bradley Recknagel is a registered investment advisor at Fifth Third Securities, INC., based in Muskegon, MI, with 22 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. Maximum fee is 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
621 Dykstra Road, Muskegon, MI, 49445
Get directionsHistory
Regulatory History (2)
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Financial
January 2017Final
Customer Dispute
December 2011Denied
Employment History
Current Registrations
Fifth Third Securities, INC.
June 2018 - Present · 8 yrs 4 mos
Fifth Third Securities, INC.Broker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - June 2018 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - June 2018 · 3 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2014 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2014 · 1 yr 10 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
November 2003 - July 2005 · 1 yr 8 mos
State Registrations16 states
AZCADCFLGAILMDMINCNVOHORTNTXVAWA
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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