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Bradley Hughes

3 Years of Experience
Houston, TX

Bradley Hughes is a registered investment advisor at Horizon Wealth Advisors, based in Houston, TX, with 3 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
178 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$406.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$11,250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%

Fee is cumulative and in very limited circumstances is negotiable. Some earlier clients have different fee schedules or pay a flat fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2603 Augusta, Suite 1400, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley is a band consultant and judge working with various school districts. This seasonal activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Horizon Wealth Advisors
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
November 2022 - September 2024 · 1 yr 10 mos
Edward JonesBroker
October 2022 - September 2024 · 1 yr 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Bradley Hughes - Financial Advisor | TrueAdvisor