Bradford Underdahl
Bradford Underdahl is a registered investment advisor at Integrated Wealth Concepts LLC, based in La Jolla, CA, with 28 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
7979 Ivanhoe Avenue, Suite 260, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2015Customer Dispute
February 2013Customer Dispute
June 2012Other Business Activities
Bradford is an investment advisor representative (IAR) doing business as Laurel Wealth Advisors through Integrated Wealth Concepts, LLC. This activity takes nearly all of Bradford's time during securities trading hours.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
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.