Bradley Alvarez is a registered investment advisor at Aspirean Wealth, LLC, based in Chesterton, IN, with 17 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 165 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Maximum annual fee is 1.60% of assets under management. Third-party money managers may be compensated separately out of this amount or in addition to it.
Fee Estimator
Location
160 Rail Road, Suite 4, Chesterton, IN, 46304
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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 →Employment History
Current Registrations
Aspirean Wealth, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
World Group Securities, INC.Broker
State Registrations1 state
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
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