Bradley Burk is a CFP-designated registered investment advisor at Smith Salley Wealth Management, based in Mooresville, NC, with 4 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,129 clients with $2.9B 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 | 1.00% |
Fees are negotiable and can be up to a maximum of 1.00% annually. Some clients may have legacy fee arrangements.
Fee Estimator
Location
532 Patterson Avenue, Suite 105, Mooresville, NC, 28115
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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
Smith Salley Wealth Management
Previous Registrations
Modera Wealth Management, LLC
Parsec Financial
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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