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Credentials
CFP®, Series 65
Experience Industry experience
11 years
Location
Townsend, MT
Bailard, Inc.
Multi-team
Clients per advisor
27 Very LowAvg AUM per client
$5,033,851 Very HighHNW client ratio
78% Very HighBradley Larson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Bailard, Inc. He has been with Bailard since 2014. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is notable for its management of affiliated pooled vehicles and its sub-advisory role for the Nationwide Bailard funds.
Based on Bailard, Inc.
Based on Bailard, Inc.
Financial planning flat fees typically range from $3,500 to $15,000 per engagement; Retainers range from $2,000 to $50,000 annually for specialized financial planning or projects.
$0 - $5 million: 1.00% $5 million - $10 million: 0.75% $10 million+: 0.50%
Account minimum: $2 million Minimum fee: $20,000 minimum annual fee for wealth management clients
Townsend, MT
Townsend MT
Advisors at this office
1
California · Montana · Oregon
11 years of industry experience
Bailard, Inc.
2024 - Present • 2 years
Foster City, CA
Bailard, Inc
2021 - Present • 5 years
Foster City, CA
Bailard Inc.
2014 - 2021 • 7 years
Foster City, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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