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Bradley Fugate

Blue Ridge Wealth Planners
10 Years of Experience
Knoxville, TN
Sells Insurance
View SEC Summary
View SEC Summary

Bradley Fugate is a registered investment advisor at Blue Ridge Wealth Planners, based in Knoxville, TN, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 798 clients with $360M in assets under management.

Blue Ridge Wealth Planners
Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
798 clients
Average Client Portfolio
$453K average
Assets Under Management
$361.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is up to 2% of total assets under management. Fees are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9725 Cogdill Road, Suite 101, Knoxville, TN, 37932

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley owns real estate through Cogdill One, LLC and dedicates a few hours per week to managing the property. He is also the managing director of Retirement Financial Solutions, LLC, an RIA and insurance business, which is a full-time commitment. Additionally, Bradley is a singer/songwriter and founder of the band O Youth, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Blue Ridge Wealth Planners
October 2016 - Present · 10 yrs
Previous Registrations
Madison Avenue Securities, LLCBroker
July 2017 - December 2022 · 5 yrs 5 mos
Global Financial Private Capital, LLC
March 2016 - July 2017 · 1 yr 4 mos
G.F. Investment Services, LLCBroker
March 2016 - July 2017 · 1 yr 4 mos
State Registrations4 states
FLGATNTX
Advisor

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.
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