Bradley Stephens is a registered investment advisor at Tamalpais Asset Management, based in Larkspur, CA, with 22 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 485 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2003Other Business Activities
Bradley works full-time as a Retirement Plan Consultant at Tamalpais Asset Management, a Registered Investment Advisor, since June 2023. He helps small and mid-sized businesses develop and maintain retirement plans, and provides wealth management services to individuals.
Employment History
Current Registrations
Tamalpais Asset Management
Previous Registrations
Calamar Financial Group, LLCBroker
Nationwide Investment Services CorporationBroker
Highmark Funds Distributors, LLCBroker
Farmers Financial Solutions, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
U.S. Bancorp Piper Jaffray INC.Broker
Franklin/templeton Distributors, INC.Broker
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.