Bradley Lukens is a registered investment advisor at Ibn Asset Management, LLC, based in Winter Park, FL, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Asset Management's fee for managing your investments is either a percentage of the assets in your account or a flat fee, but it will not be more than 0.50% annually. The exact fee is negotiated with you and depends on how complex your account is, your past relationship with IBN, the size of your account, and potential future business. You'll be billed quarterly, based on the balance at the end of the billing period or the agreed-upon fixed rate. The fee can be deducted directly from your account.
Location
Winter Park, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley works as a financial consultant for Arbitrage Management Group, focusing on investment portfolios for tax-exempt bond issuing institutions, dedicating full-time hours. He also serves as Secretary of Legacy Park Community Association and as a Registered Representative for Institutional Bond Network, LLC, spending nearly full-time hours in this role.
Employment History
Current Registrations
Ibn Asset Management, LLC
Institutional Bond Network, LLC
Institutional Bond Network, LLCBroker
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Sterne Agee Financial Services, INC.Broker
State Registrations5 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.