Bradley Graham is a registered investment advisor at Trek Financial, based in Heber City, UT, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 4,688 clients with $2.8B 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 | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are subject to negotiation. Clients also pay an additional household platform fee ranging from 0.33% to 0.065%, and certain model portfolios add 0.15% to 0.75%.
Fee Estimator
Location
160 S 100 W, Heber City, UT, 84032
Get directionsHistory
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 owns Graham Accounting and Tax (DBA Utah Small Business Solutions), dedicating full-time hours to it, and is a partner in Lucky 7 Legacy LLC. He also owns High Country Storytellers and is a life and health insurance agent, dedicating minimal time to each.
Employment History
Current Registrations
Trek 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
More Advisors
- Jared Jensen, CFP, ChFCEdward Jones
- Borislava Ivanova, CFASimplify Asset Management INC.
- Scott Grooms, CFPMercer Global Advisors INC.
- Corey Noyes, CFPBalanced Capital
- Nathan Cox, CFPEdward Jones
- Maria Daley, CFPPerigon Wealth Management, LLC