Bradley Bars
Bradley Bars is a registered investment advisor at Creative Investment Group, based in Nashville, TN, with 7 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, High Net Worth, Investment Management, and 2 more. Their firm serves 140 clients with $210M 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 | 1.50% |
The annual advisory fee ranges up to 1.50%. Fees may be negotiable. There are clients of the Firm who were clients of personnel of the Firm while such personnel were investment adviser representatives of an unaffiliated investment adviser. Those clients, in becoming clients of the Firm, have retained their previous fee schedules which vary from the ranges set forth above.
Fee Estimator
Location
30 Burton Hills, Suite 550, Nashville, TN, 37215
Get directionsHistory
Regulatory History (1)
Financial
September 2023Other Business Activities
Bradley is involved in numerous real estate rental and holding companies, dedicating minimal time to most of them. He also operates Creative Investment Group, a DBA for his LPL business, which takes nearly full-time.
Employment History
Current Registrations
Creative Investment Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.