Bradley Clark is a CFA-designated registered investment advisor at Paladin Wealth Partners, based in Clive, IA, with 11 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paladin Wealth Partners charges a percentage of the assets they manage. The maximum annual investment management fee is 1.35% for both discretionary and non-discretionary services. The fee is typically paid quarterly, in advance.
Location
13375 University Avenue, Suite 300, Clive, IA, 50325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paladin Wealth Partners
Previous Registrations
Hjn Advisors, LLP
State Registrations1 state
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