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Bradford Financial Center

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Total assets under management

$232,332,172

Total clients

767

16% high-net worth

Total advisors

8

of 26 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

96

Average account size

$302,910

Client services

Financial planning Portfolio management

Fee options

Fixed

One-time fixed fee for consulting services related to appreciated property if client does not use Watch and Manage service.

Percentage

0% to 2% annually (negotiated)

Commissions

Commissions on securities transactions when BFC IARs act as registered representatives of United Planners broker-dealer.

Project-based

$100 to $500 per hour for financial planning services, depending on number of recommendations implemented and staff involved.

Other

Fee-only: Hourly fees from $100 to $500 for financial planning services, depending on complexity and personnel involved; may be waived if client engages Watch and Manage service.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Bradford Financial Center

119 Central Ave W

Clarion IA 50525, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 515.532.6661

Advisors at this firm

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Jerome M

CFP®, Series 63, Series 65

Brentwood, TN

Bradford Financial Center
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Marty S

Series 63

Clarion, IA

Bradford Financial Center
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Brandon W

CFP®, Series 66

Clarion, IA

Bradford Financial Center
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James T

CFP®, Series 63

Clarion, IA

Bradford Financial Center
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Shallon W

Series 63, Series 66

Clarion, IA

Bradford Financial Center
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Larry P

Series 65

Kalona, IA

Bradford Financial Center
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David S

Series 66

Clarion, IA

Bradford Financial Center
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Carlton D

Series 66

Gilmore City, IA

Bradford Financial Center
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