BK
BK
Bradley Koesel
12 Years of Experience
Charlotte, NC
1 DisclosureBroker
Bradley Koesel is a registered investment advisor at Charles Schwab & CO., INC., based in Charlotte, NC, 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4529 Sharon Road, Charlotte, NC, 28211-3521
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2016Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
September 2023 - Present · 2 yrs 8 mos
Charles Schwab & CO., INC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
September 2022 - September 2023 · 1 yr
TD Ameritrade, INC.Broker
September 2022 - September 2023 · 1 yr
TD Ameritrade, INC.
September 2022 - October 2022 · 1 mo
Fisher Investments
February 2022 - August 2022 · 6 mos
TD Ameritrade Investment Management, LLC
September 2016 - February 2022 · 5 yrs 5 mos
TD Ameritrade, INC.
September 2016 - February 2022 · 5 yrs 5 mos
TD Ameritrade, INC.Broker
September 2016 - February 2022 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - August 2016 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - August 2016 · 3 yrs
State Registrations16 states
CACOFLGAILKYMTNCNJNYOHSCTNTXVAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.