Bradly Gotto
Bradly Gotto is a registered investment advisor at Fiat Wealth Management, based in Wayzata, MN, with 9 years of industry experience. Bradly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 647 clients with $520M 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% |
Annual fee is up to 2.00% of the portfolio value. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
1905 Wayzata Blvd, Suite 320, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Bradly is an insurance agent at Fiat Insurance Services, LLC, dedicating about half of his time to insurance sales, servicing, and marketing. He is also an investment adviser representative at Foundations Investment Advisors LLC and the CEO/Investment Adviser Representative at Fiat Wealth Management, each taking about a quarter of his time.
Employment History
Current Registrations
Fiat Wealth Management
Previous Registrations
Foundations Investment Advisors LLC
Capital Asset Advisory Services, 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.
Exams
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