Bradford Heiss is a registered investment advisor at Nexadvisors, LLC, based in Dallas, TX, with 8 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $21M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts over $10 million. Minimum fee of $2,500 on the first $2 million.
Fee Estimator
Location
300 Crescent Court, Suite 700, Dallas, TX, 75201
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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
Bradford is affiliated with several entities, including NexAnnuity Asset Management, Ohio State Life Insurance Company, and Eagle Equity Advisors. These affiliations include investment advisory services and insurance sales.
Employment History
Current Registrations
Nexadvisors, LLC
Nexannuity Asset Management, L.P.
Nexpoint Insurance Solutions, L.P.
Previous Registrations
Nexbank Wealth Advisors
State Registrations1 state
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