Brad Freitas
Brad Freitas is a registered investment advisor at Bankers Life Advisory Services, INC., based in Warwick, RI, with 14 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B 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 | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
475 Kilvert Street Suite 300, Warwick, RI, 02886
Get directionsHistory
Regulatory History (1)
Regulatory
September 2010Other Business ActivitiesSells Insurance
Brad is a unit supervisor and insurance agent for Bankers Life & Casualty, focusing on non-variable insurance sales and agent management, which takes up nearly all of his time. He is also a shareholder in StartEngine Crowdfunding, Inc., but dedicates minimal time to this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations12 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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