Bradley Blew
Bradley Blew is a registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, 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, Investment Management. Their firm serves 1,366 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCMK charges a percentage of your portfolio annually for investment management, billed monthly in advance. The exact fee is negotiable, ranging from 0.75% to 2.5% depending on your financial situation, the amount you invest, and the complexity of services. There is a minimum account size of $5,000, which can be waived. There is also an overriding minimum fee of $50 per account on an annual basis. Brokerage commissions and transaction fees are billed separately.
Location
227 North Santa Fe, Salina, KS, 67401
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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 ActivitiesSells Insurance
Bradley is an investment consultant for United Capital Management RIA and a trust relationship manager for United Capital Trust Inc., dedicating about a quarter of his time to each. He also works as a life/health insurance agent for United Capital Insurance, spending about 10-20% of his time, and has several other outside business activities including officiating wrestling, notarizing documents, and owning commercial property.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Previous Registrations
Stonex Securities INC.Broker
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.