Bradley Patton is a CFP, ChFC-designated registered investment advisor at Fourthought Financial Partners, LLC., based in Venice, FL, with 21 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 947 clients with $1.6B 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 | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
The management fee is subject to negotiation and may be discounted.
Fee Estimator
Location
310 W. Venice Avenue, Suite 201, Venice, FL, 34285
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 →Employment History
Current Registrations
Fourthought Financial Partners, LLC.
Previous Registrations
Fourthought Private Wealth
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
Farmers Financial Solutions, LLCBroker
State Farm Vp Management CORP.Broker
State Registrations2 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.