Ryan Bradley is a CFP-designated registered investment advisor at Elevated Financial Group, based in Indianapolis, IN, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 716 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum advisory fee does not exceed 1.75%. Specific rates vary by strategy: 0.50% for tactical exchange-traded fund and active stock portfolios, 0.20% for separately managed accounts, and 0.50% to 1.00% for options overlay strategies. Fees are negotiable.
Fee Estimator
Location
500 E. 96th Street, Suite 125, Indianapolis, IN, 46240
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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 →Employment History
Current Registrations
Elevated Financial Group
Previous Registrations
Invst, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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