Bradley Brown is a CFA, CFP-designated registered investment advisor at Stonex Advisors INC., based in richmond, VA, with 27 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
8639 Mayland Drive, suite 106a, richmond, VA, 23294
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Regulatory History (1)
Regulatory
April 2007Other Business Activities
Bradley is a member of BCES, LLC, which rents office space and shares office expenses. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Financial Services, INC.Broker
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Anderson & Strudwick, Incorporated
A&s Capital Advisors, INC.
Anderson & Strudwick, IncorporatedBroker
State Registrations17 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.