Bradley Tobler
Bradley Tobler is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Bradley is involved in several business activities, including BDT Inc. (an insurance and security business pass-through S corp), Farm 2 Ranch Wealth Management, and Oak Lane Ranch (a leased ranch). He also reviews life insurance and LTC options with clients, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
State Registrations27 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.