Bradford Felger is a CFA-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 6 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3223 8th St. Suite 203, Metairie, LA, 70002
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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 →Other Business Activities
Bradford operates his LPL business through Stratos Wealth Partners and dedicates full-time hours to it. He also runs Bradford M Felger, CPA, LLC, a tax preparation/accounting/CPA business, taking about 10-20% of his time, and Felger Financial Services, LLC, a business entity for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
Concurrent Investment Advisors, LLC
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
J.P. Morgan Securities LLCBroker
State Registrations2 states
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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