Advisor at Fiduciary Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Capital, Inc.
Location
Gainesville, GA 30501
Credentials
Series 65
Industry experience
2 years
Bradley Anderson is a financial advisor at Fiduciary Capital, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Richlife Advisors, LLC, Bridgewater Pool Company, and Covidien. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm employs a fundamental analysis approach with a long-term orientation and manages accounts on a discretionary basis while tailoring strategies to individual client needs.
Based on Fiduciary Capital, Inc.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001+: 0.85%
Insurance commissions from sales of insurance products through affiliated insurance agency
Account minimum: $250,000 Fee-only: Financial planning fees generally from $1,200 to $7,500 per engagement; estate planning coordination fee $750 to $2,000; social security optimization fee $497 (may be waived)
351 Jesse Jewell Pkwy Sw, Suite 301
Gainesville, GA 30501
Georgia
Fiduciary Capital, Inc.
2023 - Present (3 years)
Richlife Advisors, LLC
2022 - Present (4 years)
Bridgewater Pool Company
2017 - 2022 (5 years)
Covidien
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Gainesville, GA
Comprehensive Financial Planning Inc
CFP®, Series 63, Series 66
Gainesville, GA
Larsen Wealth Management, LLC
CFP®, Series 63, Series 65
Gainesville, GA
Blossom Balance LLC
Series 63, Series 66
Gainesville, GA
W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
CFP®
Dawsonville, GA
Michael L. Ball, CPA, LLC
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