Bradley Bolnick is a registered investment advisor at Gcb Private Wealth, based in Austin, TX, with 17 years of industry experience. Bradley 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. Their firm serves 44 clients with $40M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Austin, TX
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is an actor, appearing in commercials, TV shows, theatre, and movies, dedicating minimal time to this pursuit. He also works with LegalShield, providing prepaid legal and identity theft protection, spending about 10-20% of his time on this. Finally, Bradley is an insurance agent, dedicating a few hours per week.
Employment History
Current Registrations
Gcb Private Wealth
Previous Registrations
Private Portfolio Partners, LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 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.