Bradley Hesselberg
Bradley Hesselberg is a registered investment advisor at Sword and Shield Solutions LLC, based in Savage, MN, with 9 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Location
Savage, MN
Get directionsHistory
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
Bradley is an insurance agent at Sword and Shield Solutions, dedicating about 10-20% of his time. He is also an investment consultant at Gradient Investments, LLC, an SEC registered investment advisor, working nearly full-time.
Employment History
Current Registrations
Sword and Shield Solutions LLC
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
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.