Bradley Bergman is a registered investment advisor at Fci Advisors, based in Kansas City, MO, with 25 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 541 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCI Advisors charges a percentage of your portfolio's value for investment management. The fees are negotiable.
For fixed income accounts below $10 million:
- 0.40% on the first $5,000,000
- 0.30% on the balance
For institutional fixed income accounts (minimum $10 million):
- 0.30% on the first $25,000,000
- 0.25% on the next $25,000,000
- 0.20% on the balance
For model portfolios, the fee is 0.20% to 0.25% of the assets managed under the model.
Location
442 West 47th Street, Kansas City, MO, 64112
Get directionsHistory
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 →Other Business Activities
Bradley is a director at FCI Holding Corporation and a trust officer at Blue Ridge Bank & Trust Company, dedicating minimal time to each. He also serves as President/CEO/Board Member at Midwest Trust Company (full-time), is a partner in Branch Growth Associates investment club, and a limited partner in Bergman Family Tree Farm L.P.
Employment History
Current Registrations
Fci Advisors
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.