Bradley Board
Bradley Board is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Visalia, CA, with 19 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 Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
407 N Garden Street, Visalia, CA, 93291
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 ActivitiesSells Insurance
Bradley owns Bradley Board's Insurance Agency, an insurance agency affiliated with State Farm, since 2006, dedicating about half of his time to serving customers and supervising employees. He is also a board member of the Kiwanis Club of Farmersville, a non-profit organization supporting youth activities, spending a few hours per week on this.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Vp Management CORP.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
More Advisors
- Michael Harrell, ChFCState Farm Investment Management CORP.
- Karen Hughes, ChFCState Farm Investment Management CORP.
- Scott Heron, CFP, ChFCAmeriprise Financial Services, LLC
- Nickolas Seifert, CFPAmeriprise Financial Services, LLC
- Douglas Ruby, ChFCOsaic Wealth, INC.
- Bruce Geiger, ChFCOsaic Wealth, INC.