Bradford Bagby is a registered investment advisor at Trinity Capital Management, LLC, based in Overland Park, KS, with 20 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $55M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
These rates are for Individual Equity Allocation Accounts. ETF Strategic Allocation Accounts are charged differently: First $1,000,000: 0.70%, $1,000,001 - $3,000,000: 0.50%, Over $3,000,000: 0.35%. Fees may be negotiable.
Fee Estimator
Location
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202
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Regulatory History (1)
Regulatory
September 2014Employment History
Current Registrations
Trinity Capital Management, LLC
Previous Registrations
Bagby Capital Management, LLC
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Sunset Financial Services, INC.Broker
State Registrations3 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.