Bradley Wallick is a CFA-designated registered investment advisor at Regal Investment Advisors LLC, based in Wilmington, DE, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
Wilmington, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Canby Grove Capital INC.
Captrust Financial Advisors
State Registrations1 state
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