Bradley Bondurant is a CFP-designated registered investment advisor at Trueline Wealth Group, LLC, based in Hattiesburg, MS, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
34 Millbranch Rd., Suite 100A, Hattiesburg, MS, 39402
Get directionsHistory
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 Activities
Bradley is the President/Partner of White Glove, Inc., a janitorial service, since 1997. He dedicates a few hours per week to this non-investment related business.
Employment History
Current Registrations
Trueline Wealth Group, LLC
Previous Registrations
Icom Advisors, LLC
Icom Advisors, LLC
State Registrations2 states
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
More Advisors
- Warren Flynt, CFPRaymond James Financial Services Advisors, INC
- Sean Priebe, CFPRaymond James Financial Services Advisors, INC
- Samuel Leslie, CFP
- Hunter Ford, CFPEdward Jones
- Danny Hankins, ChFCOsaic Wealth, INC.
- Jason Jager, CFPInman Jager Wealth Management, LLC