Bradley Wilcox
Bradley Wilcox is a registered investment advisor at Belpointe Asset Management LLC, based in Lancaster, PA, 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 7,604 clients with $7.6B 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% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
Lancaster, PA
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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 insurance salesperson at an insurance brokerage since 2022, selling fixed insurance products. He also owns Wilcox Financial Services, LLC, dedicating minimal time to it, and is a business structure consultant for a non-profit marriage counseling service, spending about 10-20% of his time.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Ambassador Advisors, LLC
American Portfolios Financial Services, 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.
Exams
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