Bradley Ledford
Advisor at Fortress Wealth Group
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.
Advisor at Fortress Wealth Group
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.
Location
Winter Park, FL 32789
Credentials
Series 66
Industry experience
9 years
Bradley Ledford is a financial advisor at Fortress Wealth Group with nine years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Pressure Free Services. Outside of his advisory role, he manages a farm and property in Winter Springs, Florida. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm uses a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios across various asset classes, implementing strategies both directly and through independent managers.
Based on Fortress Wealth Group
Based on Fortress Wealth Group
Financial planning fixed fees range from $5,000 to $50,000.
0.75% to 2.00% annually (based on complexity, asset level, and relationship)
Advisor receives commission-based compensation from insurance products through affiliated or unaffiliated insurance agencies.
$500 per hour for standalone financial planning services.
Account minimum: $500,000 Fee-only: Investment management fees based on assets under management; no commissions received by advisor.
1099 W Morse Blvd
Winter Park, FL 32789
Florida · Texas
Fortress Wealth Group, LLC
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2016 - 2020 (4 years)
Pressure Free Services
2015 - 2016 (1 year)
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.
Fund sponsor
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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.
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.
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