Bradford Combes
Bradford Combes is a registered investment advisor at Virtus Financial Partners, based in Winter Park, FL, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 675 clients with $150M 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 $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
Winter Park, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2015Other Business ActivitiesSells Insurance
Bradford sells fixed insurance products including life insurance, annuities, long-term care, disability insurance, and health/medical insurance. He is also the owner of BWD Financial Group, LLC, formed in 2023 to track his activities as an investment advisor representative.
Employment History
Current Registrations
Virtus Financial Partners
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.