Bradford White is a registered investment advisor at 10elms LLP, based in Tulsa, OK, with 10 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $120M 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 $500K | 1.35% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated to determine the fee.
Fee Estimator
Location
Tulsa, OK
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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 →Other Business ActivitiesSells Insurance
Bradford is a managing member of TREI, LLC, a real estate rental company, dedicating minimal time. He is also a licensed insurance agent in Oklahoma since 2016 and sells insurance products, and is an investment advisor and principal at Willow Oak Wealth, a DBA used to provide insurance and financial services.
Employment History
Current Registrations
10elms LLP
Sowell Management
Previous Registrations
Sageview Advisory Group, LLC
Capital One Investing, INC.
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Khp Capital LLC
First Allied Securities, 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.
Exams
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