Bradley Starken is a registered investment advisor at Smart Wealth, LLC, based in Omaha, NE, with 12 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 891 clients with $450M 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 - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees may be modified lower.
Fee Estimator
Location
13815 Fnb Parkway, Suite 400, Omaha, NE, 68154
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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
Smart Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Weitz Securities, INC.Broker
Pacific Select Distributors, LLCBroker
J.P. Morgan Securities LLCBroker
Associated Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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