Bradley Turlington is a registered investment advisor at White Oak Wealth Partners, based in Raleigh, NC, with 14 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 57 clients with $92M 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 $2.5M | 1.25% |
| $2.5M - $7.5M | 1.10% |
| $7.5M - $10.0M | 0.90% |
| $10M+ | 0.75% |
White Oak may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
1618 Glenwood Ave, Raleigh, NC, 27608
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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
White Oak Wealth Partners
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations2 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.