BA
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Bradley Anderson

2 Years of Experience
Gainesville, GA

Bradley Anderson is a registered investment advisor at Fiduciary Capital, INC., based in Gainesville, GA, with 2 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, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
61 clients
Average Client Portfolio
$701K average
Assets Under Management
$42.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3M+0.85%

Fees may be negotiable based on certain circumstances. For accounts managed at Charles Schwab with Brookstone Capital Management, a flat fee of 1.5% is charged.

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

351 Jesse Jewell Pkwy Sw, Suite 301, Gainesville, GA, 30501

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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
Fiduciary Capital, INC.
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
GA
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.