Bradley Allen
Bradley Allen is a CFP-designated registered investment advisor at Truenorth Wealth Advisors, based in Seattle, WA, with 24 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 176 clients with $270M 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 $1.0M | 0.80% |
| $1M+ | 0.50% |
This fee schedule is for Investment Advisory Services (IAS). Wealth Advisory Services (WAS) has a different fee schedule: 1.00% on the first $2,000,000 and 0.50% on assets over $2,000,000, subject to a $10,000 minimum annual fee. Clients enrolled in the Institutional Intelligent Portfolio® (IIP®) program will be charged a flat advisory fee of 0.50% annually.
Fee Estimator
Contact
Bradley Allen
Location
1200 Fifth Avenue, Suite 1810, Seattle, WA, 98101
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2009Employment History
Current Registrations
Truenorth Wealth Advisors
Previous Registrations
Allison Spielman Advisors, LLC
Coast Capital Management
Washington Square Securities, 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.