Bradley Brescia is a CFP-designated registered investment advisor at Moisand Fitzgerald Tamayo, LLC, based in Orlando, FL, with 12 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 888 clients with $1.2B 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
MFT may negotiate the fee schedule to be higher or lower than the amounts described above based upon the complexity of client’s situation including complications or impracticalities resulting from client’s use of a custodian not recommended by MFT.
Fee Estimator
Contact
Bradley Brescia
Location
300 South Orange Avenue, Suite 1170, Orlando, FL, 32801
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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
Moisand Fitzgerald Tamayo, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Investment Advisors
Proequities, INC.Broker
Cnl Securities CORP.Broker
State Registrations1 state
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Exams