Bradley Peters is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Trenton, MO, 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 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1728 E 9th St, Trenton, MO, 64683
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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 Activities
Bradley is a board member for Riverside Country Club and Friendship Place Apartments since 2022. He attends monthly board meetings outside of business hours, dedicating minimal time to each role.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
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