Bradley Reddin is a registered investment advisor at Dean Wealth Partners, LLC, based in Austin, TX, with 1 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 192 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dean Wealth Partners offers investment management services where they create and manage a portfolio for you using stocks, bonds, ETFs, and mutual funds. The annual fee is a percentage of the assets they manage:
Comprehensive Portfolio Management:
- First $500,000: 1.45%
- $500,001 to $625,000: 1.275%
- $625,001 to $750,000: 1.250%
- $750,001 to $1,000,000: 1.125%
- $1,000,001 to $1,500,000: 1.020%
- $1,500,001 to $2,000,000: 0.950%
- $2,000,001 to $2,500,000: 0.850%
- $2,500,001 and over: 0.750%
Asset Management:
- First $500,000: 1.30%
- $500,001 to $750,000: 1.10%
- $750,001 to $1,000,000: 1.00%
- $1,000,001 to $1,500,000: 0.92%
- $1,500,001 to $2,000,000: 0.88%
- $2,000,001 to $2,500,000: 0.79%
- $2,500,001 and over: 0.70%
Fees are billed monthly in advance and deducted from your account. Fees may be negotiable under special circumstances.
Location
7200 N Mopac Expressway, Suite 140, Austin, TX, 78731
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley works full-time as a Practice Manager at Dean Wealth Partners, LLC, a registered investment advisor. He spends most of his time preparing meetings for clients, answering phones, and handling administrative tasks.
Employment History
Current Registrations
Dean Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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