Bradley Cole is a CFP-designated registered investment advisor at Bco Wealth Management, LLC, based in Carlsbad, NM, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
412 N Canal St, Carlsbad, NM, 88220
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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 works full-time as a Sales Assistant and IAR at BCO Wealth Management LLC, assisting financial planners and meeting with clients to develop financial plans. He also serves as a board member for the Chamber of Commerce, dedicating minimal time to planning local events.
Employment History
Current Registrations
Bco Wealth Management, LLC
Lincoln InvestmentBroker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations2 states
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