Bradley Carlton is a registered investment advisor at Silver King Asset Management, LLC, based in Arcadia, FL, with 6 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $9.2M 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 | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Arcadia, FL
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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
Bradley owns Carlton Charters, a fishing charter business, and Ringo Ranch LLC, a rental property. He dedicates a few hours per week to each of these activities.
Employment History
Current Registrations
Silver King Asset Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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