Bradley Stevens is a registered investment advisor at Knight Family Wealth, based in Naples, FL, with 11 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 21 clients with $95M 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 | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
999 Vanderbilt Beach Road, Road #707, Naples, FL, 34108
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
Bradley sells property & casualty, fixed life, and health insurance through various carriers since 2013. He also has passive investments through BRS Capital Holdings LLC, SJ BRS Holdings LLC, and KFW Capital Holdings LLC, an entity created for tax purposes.
Employment History
Current Registrations
Knight Family Wealth
Previous Registrations
Jarred Bunch Consulting, LLC
Reliance Wealth & Trust Partners, LLC
Princor Financial Services Corporation
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.