Bradley Fallon
Bradley Fallon is a registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 20 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,192 clients with $2.2B 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 | 2.00% |
Maximum annual fee for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable and billed quarterly in advance. Different programs custodied with LPL Financial have separate maximum fee caps ranging up to 2.95%.
Fee Estimator
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
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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 →Other Business Activities
Bradley operates Golden State Wealth Management as a DBA for his LPL business and is a registered investment advisor hybrid with Golden State Wealth Management, LLC, dedicating about half of his time to these activities. He also serves as Chairman of the School Site Council Highland Elementary, spending minimal time on this non-investment related role.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.
Exams
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