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Bradley Freels

Gradient Advisors, LLC
9 Years of Experience
Oklahoma City, OK
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Bradley Freels is a registered investment advisor at Gradient Advisors, LLC, based in Oklahoma City, OK, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.

Gradient Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
185 advisors
Number of Clients
2,152 clients
Average Client Portfolio
$134K average
Assets Under Management
$289.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.

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

Location

15401 N. May Ave, Suite 1200, Oklahoma City, OK, 73013

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History

Regulatory History (1)
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Criminal
June 1980
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bradley owns Southwest Wealth Management, LLC, offering wealth management, advisory services, and insurance sales. He also owns Southwest Retirement Resources, Inc., which focuses on insurance sales, Medicare products, and long-term care, since 2011.

Employment History
Current Registrations
Gradient Advisors, LLC
January 2017 - Present · 9 yrs 9 mos
State Registrations2 states
OKTX
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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