BB
BB

Brad Brondsema

22 Years of Experience
Lisle, IL
Broker

Brad Brondsema is a registered investment advisor at Advisors Asset Management, INC., based in Lisle, IL, with 22 years of industry experience. Brad 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 1,505 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
124 advisors
Number of Clients
1,505 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees for fixed income strategies generally range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees are negotiable.

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

Location

4343 Commerce Court Suite 214, Lisle, IL, 60532

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Advisors Asset Management, INC.
October 2009 - Present · 17 yrs
Advisors Asset Management, INC.Broker
October 2009 - Present · 17 yrs
Previous Registrations
Claymore Advisors, LLC
January 2006 - November 2008 · 2 yrs 10 mos
Claymore Securities, INC.Broker
November 2005 - August 2009 · 3 yrs 9 mos
Scudder Distributors, INC.Broker
April 2004 - December 2005 · 1 yr 8 mos
State Registrations1 state
IL
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.
More Advisors