Bradford Rodrigues is a registered investment advisor at R1 Financial Group, based in Dallas, TX, with 16 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 52 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R1 Financial Group charges an annual fee based on the value of your portfolio. The exact percentage can range from 0.00% to 3.00%, depending on the services provided and the size of your account. Fees are negotiable. The fee is paid quarterly in advance.
Location
13154 Coit Rd., Suite 102C, Dallas, TX, 75240
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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.
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Bradford operates under the DBA R1 Financial Group since 2009.
Employment History
Current Registrations
R1 Financial Group
Previous Registrations
LPL Financial LLC
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.