Brad Dobson is a CFP-designated registered investment advisor at Best Invest, based in San Antonio, TX, with 15 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 672 clients with $300M 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 $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances at the sole discretion of the Adviser.
Fee Estimator
Location
16118 Via Shavano, Suite 100, San Antonio, TX, 78249
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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
Best Invest
Previous Registrations
Kercheville Advisors LLC
Kercheville & Company, INC.Broker
State Registrations1 state
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