Bradley Brescia is a CFP-designated registered investment advisor at Moisand Fitzgerald Tamayo, LLC, based in Orlando, FL, with 13 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 912 clients with $1.4B 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Same household member accounts can be aggregated to meet minimums. A flat annual fee of $6,000 applies if the minimum asset requirement is waived for portfolios under $423,000. Fees may be negotiated based on complexity.
Fee Estimator
Contact
Bradley Brescia
Location
300 South Orange Avenue, Suite 1170, Orlando, FL, 32801
Get directionsHistory
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
Moisand Fitzgerald Tamayo, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Investment Advisors
Proequities, INC.Broker
Cnl Securities CORP.Broker
State Registrations1 state
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
More Advisors
- Ronald Tamayo, CFPMoisand Fitzgerald Tamayo, LLC
- Michael Salmon, CFPMoisand Fitzgerald Tamayo, LLC
- Daniel Moisand, CFPMoisand Fitzgerald Tamayo, LLC
- Thomas Lucas, CFPMoisand Fitzgerald Tamayo, LLC
- Charles Fitzgerald, CFPMoisand Fitzgerald Tamayo, LLC
- Dennis Hunt, CFPMoisand Fitzgerald Tamayo, LLC