GB
CFP
GB
CFP

Garrett Bradbury

3 Years of Experience
Irvine, CA

Garrett Bradbury is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Irvine, CA, with 3 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 7,509 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
7,509 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $350K1.60%
$350K - $500K1.25%
$500K - $750K1.00%
$750K - $1.0M0.90%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees for relationships exceeding $10,000,000 are negotiable.

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

2020 Main Street, Suite 690, Irvine, CA, 92614

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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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Employment History
Current Registrations
Pure Financial Advisors, LLC
December 2022 - Present · 3 yrs 10 mos
State Registrations2 states
CATX
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.
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