BC
BC

Bradley Cure

17 Years of Experience
Overland Park, KS
1 DisclosureBroker

Bradley Cure is a registered investment advisor at Principal Securities, INC., based in Overland Park, KS, with 17 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 Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1709 advisors
Number of Clients
51,941 clients
Average Client Portfolio
$328K average
Assets Under Management
$17.0B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K1.75%
$150K - $250K1.75%
$250K - $500K1.75%
$500K - $1000K1.20%
$1M+1.10%

Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11101 Switzer Rd Ste 100, Overland Park, KS, 66210

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History

Regulatory History (1)
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Customer Dispute
May 2012
Denied
Employment History
Current Registrations
Principal Securities, INC.Broker
September 2024 - Present · 2 yrs 1 mo
Principal Securities, INC.
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
August 2023 - June 2024 · 10 mos
Fsc Securities Corporation
April 2012 - December 2022 · 10 yrs 8 mos
Fsc Securities CorporationBroker
April 2012 - December 2022 · 10 yrs 8 mos
Brookstone Investment Advisory Services
February 2012 - April 2012 · 2 mos
Brookstone Securities, INC.Broker
February 2012 - April 2012 · 2 mos
AXA Advisors, LLC
May 2008 - February 2012 · 3 yrs 9 mos
AXA Advisors, LLCBroker
March 2008 - February 2012 · 3 yrs 11 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth

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
No exam information available for this advisor.
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