Larry Pickard is a registered investment advisor at Bradford Financial Center, based in Kalona, IA, with 18 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 767 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bradford Financial Center offers a Watch and Manage service where they manage your investment portfolio. The annual management fee ranges from 0% to 2% of your investments, as negotiated. The fee can be a fixed percentage, a tiered rate where higher amounts may be charged a lower percentage, or a tiered rate where all investments may be charged a lower percentage as the amount increases. Fees are paid in advance each quarter. A set-up fee of up to 1% may apply to new money coming into management. Fees may be waived on certain cash positions.
Location
221 1st Street, Kalona, IA, 52247
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Larry is a real estate agent and title broker associate with Coldwell Real Estate since June 2010. This activity is nearly full-time.
Employment History
Current Registrations
Bradford Financial Center
State Registrations1 state
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