Kenton Bradley
Kenton Bradley is a CFP-designated registered investment advisor at Northrock Partners, LLC, based in Minneapolis, MN, with 21 years of industry experience. Kenton 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, and 1 more. Their firm serves 2,698 clients with $6.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthRock Partners manages investment portfolios for clients, charging a fee based on a percentage of the assets they manage. This fee generally ranges from 0.50% to 1.25% per year, depending on the size and complexity of the client relationship. For assets held at Charles Schwab or Fidelity and managed directly by NorthRock, an additional 0.25% is charged to cover brokerage and transaction fees, bringing the total fee to 0.75% - 1.50% annually. Some clients are billed in arrears, with fees ranging from 0.45% to 0.90% based on the amount of assets managed.
Location
225 South Sixth Street, Suite 1400, Minneapolis, MN, 55402
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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 ActivitiesSells Insurance
Kenton is an independent insurance broker for United American Insurance Company, selling Medicare Supplement products. He also serves on the board of directors for Bradley and is a meeting coordinator for Bradley, as well as a committee member for Auburn Sutter Faith Hospital Foundation Planned Giving Committee and Gold Country Wildlife Rescue, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Northrock Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 states
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