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Bradley Raines

18 Years of Experience
Little Rock, AR
Sells Insurance

Bradley Raines is a registered investment advisor at Applied Capital LLC, based in Little Rock, AR, with 18 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 687 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
687 clients
Average Client Portfolio
$520K average
Assets Under Management
$357.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $3.0M0.60%
$3.0M - $4.0M0.50%
$4.0M - $5.0M0.40%
$5M+0.30%

Fees are negotiable depending on the client's needs and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

415 N. Mckinley Street, Suite 1045, Little Rock, AR, 72205

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley is an independent insurance agent, selling fixed insurance products since 2010. This activity is nearly full-time.

Employment History
Current Registrations
Applied Capital LLC
January 2013 - Present · 13 yrs 3 mos
Previous Registrations
Brs Financial LLC
August 2011 - December 2012 · 1 yr 4 mos
Ing Financial Partners, INC
June 2010 - August 2011 · 1 yr 2 mos
Royal Advisors, LLC
January 2010 - June 2010 · 5 mos
Edward Jones
June 2007 - January 2010 · 2 yrs 7 mos
State Registrations2 states
ARTX
Advisor

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.

Exams
No exam information available for this advisor.