Bradley Wills
Bradley Wills is a CFP-designated registered investment advisor at Alliance Wealth Advisors, based in Carbondale, IL, 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, Retirement Planning. Their firm serves 369 clients with $88M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.3M | 1.25% |
| $1.3M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable in certain cases.
Fee Estimator
Location
115 S. Washington, Carbondale, IL, 62901
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
April 2009Other Business Activities
Bradley provides investment advisory services through Alliance Wealth Management as a Registered Investment Advisor. He dedicates full-time hours to this activity. The firm is separate from and independent of LPL Financial.
Employment History
Current Registrations
Alliance Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations16 states
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.