Karli Bradley
Karli Bradley is a CFP-designated registered investment advisor at Retirement Planners of America, based in Scottsdale, AZ, with 15 years of industry experience. Karli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,657 clients with $3.6B 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 | 1.30% |
Standard fee is 1.30% annually, while legacy clients may pay 1.25%. Accounts with $250,000 or less custodied at Pershing in the Retirement Planners of America Direct program pay 1.85%. Variable annuities, certain 401(k) accounts, and held-away accounts are charged a flat negotiable fee not to exceed 1.25%.
Fee Estimator
Location
8800 E. Raintree Drive, Suite 220, Scottsdale, AZ, 85260
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 →Other Business ActivitiesSells Insurance
Karli is an independent insurance agent. This activity is insurance-related.
Employment History
Current Registrations
Retirement Planners of America
Previous Registrations
USAA Financial Planning Services
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
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