Advisor at Seaport Wealth Management
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Firm
Seaport Wealth Management
Location
San Diego, CA
Credentials
Series 63, Series 65
Industry experience
29 years
Bradley Ball is a financial advisor at Seaport Wealth Management with 29 years of industry experience. He previously worked at Newbridge Securities Corporation for 13 years before joining Seaport Wealth Management in 2020. In addition to his advisory role, he operates as a licensed document assistant, providing legal document preparation services. Seaport Wealth Management serves individual investors through portfolio management and related advisory services, focusing on passive management strategies that replicate broad-market indices using mutual funds and ETFs. The firm manages accounts on a nondiscretionary basis and customizes portfolios according to clients’ objectives, time horizon, and risk tolerance.
$0 - $99,999: 1.50% (150 basis points) annually $100,000 - $249,999: 1.25% (125 basis points) annually $250,000 - $999,999: 1.10% (110 basis points) annually $1,000,000+: Negotiable - Not to exceed 1.00% annually
Fee-only: Annualized asset-based fee paid quarterly, negotiated fees may apply above $1,000,000; no commissions, no performance fees.
San Diego, CA
California
Seaport Wealth Management
2020 - Present (6 years)
Newbridge Securities Corporation
2007 - 2020 (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Series 65
San Diego, CA
HEDGEWISE
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
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