BJ
CFP
BJ
CFP

Bradley Johnson

21 Years of Experience
San Antonio, TX
Broker

Bradley Johnson is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in San Antonio, TX, with 21 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
402 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9830 Colonnade Blvd, Suite 225, San Antonio, TX, 78230

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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.

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Other Business Activities

Bradley is an advisory board member for The Fishing Invitational, LLC, a non-profit organization hosting a fishing tournament to benefit pediatric cancer research, dedicating minimal time. He is also the manager of Aranzazu Investments, LLC, a holding company for a family vacation rental property, spending minimal time on property management and monitoring the rental calendar.

Employment History
Current Registrations
Sanctuary Advisors, LLC
April 2021 - Present · 5 yrs 6 mos
Sanctuary Securities, INC.Broker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - April 2021 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - April 2021 · 9 yrs 4 mos
Frost Brokerage Services, INC.Broker
July 2005 - November 2011 · 6 yrs 4 mos
State Registrations3 states
ARCOTX
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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