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Bradley Walther

19 Years of Experience
St. Louis, MO

Bradley Walther is a registered investment advisor at Fisher Investments, based in St. Louis, MO, with 19 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

St. Louis, MO

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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 a landlord for rental properties, one personally owned since 2016 and another through BJ World Enterprise LLC since 2018. He dedicates minimal time to these activities, which include managing tenants and potentially operating commercial properties.

Employment History
Current Registrations
Fisher Investments
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
TD Ameritrade, INC.
March 2008 - January 2021 · 12 yrs 10 mos
TD Ameritrade, INC.Broker
March 2008 - January 2021 · 12 yrs 10 mos
TD Ameritrade Investment Management, LLC
March 2008 - December 2020 · 12 yrs 9 mos
Oneamerica Securities, INC.
August 2007 - March 2008 · 7 mos
Oneamerica Securities, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
State Registrations2 states
MOTX
Advisor

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.
Bradley Walther - Financial Advisor | TrueAdvisor