Bradley Larson
Advisor at Bailard, Inc.
Updated today
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
Townsend, MT
Credentials
CFP®, Series 65
Industry experience
10 years
About
Bradley Larson is a CFP® with 10 years of industry experience and is currently with Bailard, Inc., where he has worked since 2014. He holds a Series 65 license and is based in Townsend, MT. Bailard, Inc. provides wealth management and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a multi-asset investment process that combines quantitative models, fundamental research, and qualitative judgment, and offers sustainable, responsible, and impact investing strategies alongside specialized portfolio management and trading capabilities.
Client services
Based on Bailard, Inc.
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Non-discretionary model portfolio
Expertise
Based on Bailard, Inc.
ESG / Sustainable investing
Concentrated stock management
Elder care planning
Real estate investing
Fee options
Financial planning flat fees typically $3,500-$15,000 per engagement; specialized financial advisory retainers typically $2,000 to $50,000 annually
$0 - $5 million: 1.00% annually $5 million - $10 million: 0.75% annually $10 million+: 0.50% annually
20% performance/incentive fee on Emerging Opportunities Fund and Multifamily Fund subject to hurdle rates and high-water marks
Account minimum: $2 million Minimum fee: $20,000 minimum annual fee for wealth management clients
Location
Townsend, MT
Most active in
Bradley L has reported serving >5 clients in these states in the last 12 months.
California · Montana · Oregon
Work history
Bailard, Inc.
2024 - Present (2 years)
Bailard, Inc
2021 - Present (5 years)
Bailard Inc.
2014 - 2021 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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