Bradley Arave
Bradley Arave is a CFP-designated registered investment advisor at Cypress Wealth Services, LLC, based in Palm Desert, CA, with 17 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 836 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed annual fee or fixed rate fee or a fee schedule that differs from above. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
74150 Country Club Drive, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Bradley is a Senior Vice President and Financial Advisor at Cypress Wealth Services, LLC, focusing on financial planning and investment management, which takes nearly full-time. He is also an Independent Insurance Professional, providing insurance solutions and dedicating a few hours per week.
Employment History
Current Registrations
Cypress Wealth Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.