Bradley Wallace is a CFA-designated registered investment advisor at Infinity Private Wealth, based in Oklahoma City, OK, with 3 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
The total fee is negotiable depending on the relationship with each client and complexity of the client’s portfolio.
Fee Estimator
Location
201 NW 10th St,, Suite 200, Oklahoma City, OK, 73103
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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
Infinity Private Wealth
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
Signator Investors, INC.Broker
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.