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Bradford Webb

11 Years of Experience
Broker

Bradford Webb is a registered investment advisor at Arete Wealth Advisors, LLC, based in Brentwood, MO, with 11 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
138 advisors
Number of Clients
5,426 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $249K3.00%
$249K - $750K2.50%
$750K - $1.5M2.00%
$1.5M - $5.0M1.75%
$5M+1.50%

Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.

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

241 Hanley Industrial Court, Suite 212, Brentwood, MO, 63144

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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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Employment History
Current Registrations
Arete Wealth Advisors, LLC
February 2017 - Present · 9 yrs 2 mos
Arete Wealth Management, LLCBroker
August 2016 - Present · 9 yrs 8 mos
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
September 2014 - August 2016 · 1 yr 11 mos
Hilliard Lyons
January 2008 - March 2008 · 2 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 2007 - March 2008 · 4 mos
Laffer Advisors IncorporatedBroker
July 2007 - August 2007 · 1 mo
State Registrations4 states
FLMONYTX
AdvisorBrokerBoth

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.