Bradley Mendenhall
Bradley Mendenhall is a registered investment advisor at Zacks Investment Management, INC., based in Sacramento, CA, with 15 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 High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,741 clients with $15B 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 | 1.80% |
| $500K - $1.0M | 1.65% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.45% |
| $2.0M - $2.5M | 1.35% |
| $2.5M - $3.0M | 1.30% |
| $3.0M - $3.5M | 1.25% |
| $3.5M - $4.0M | 1.20% |
| $4.0M - $4.5M | 1.15% |
| $4.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.00% |
Fees are payable quarterly in advance. Fixed-income accounts and other strategies have alternative fee schedules.
Fee Estimator
Location
Sacramento, CA
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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 →Employment History
Current Registrations
Zacks Investment Management, INC.
Lbmz Securities, INC.
Lbmz Securities, INC.Broker
Previous Registrations
Franklin/templeton Distributors, INC.Broker
Aei Securities, INC.Broker
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
Sc Distributors, LLCBroker
Tnp Securities, LLCBroker
State Registrations7 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.
Exams
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