David Stanton is a registered investment advisor at Bradford Financial Center, based in Clarion, IA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 767 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bradford Financial Center offers a Watch and Manage service where they manage your investment portfolio. The annual management fee ranges from 0% to 2% of your investments, as negotiated. The fee can be a fixed percentage, a tiered rate where higher amounts may be charged a lower percentage, or a tiered rate where all investments may be charged a lower percentage as the amount increases. Fees are paid in advance each quarter. A set-up fee of up to 1% may apply to new money coming into management. Fees may be waived on certain cash positions.
Location
119 Central Ave W, Clarion, IA, 50525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bradford Financial Center
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Edward Jones
Edward JonesBroker
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.