Bradford Dolgin
Bradford Dolgin is a registered investment advisor at Venture Visionary Partners LLC, based in Delray Beach, FL, with 42 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,560 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.
Location
16910 Knightsbridge Ln, Delray Beach, FL, 33483
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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 →Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Prescott, Ball & Turben, INC.Broker
Erie Capital Investment CorporationBroker
State Registrations3 states
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.