Bradley Jay Salo
Advisor at California Capital Management — Burbank, CA
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.
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.
Credentials
CFP®, Series 63
Experience Industry experience
39 years
Location
Burbank, CA 91505
California Capital Management
Team
Bradley Salo is a CFP® with 39 years of industry experience. He has been with California Capital Management since 2004 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting firm. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing roughly $358 million in discretionary assets across several hundred accounts. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.
Based on California Capital Management
Based on California Capital Management
$0 - $249,999.99: 2.95% $250,000 - $499,999.99: 2.50% $500,000+: 2.00%
Certain representatives sell securities for commissions via Purshe Kaplan Sterling Investments, Inc.
Burbank, CA
2520 West Olive Avenue, Suite 300
Burbank CA 91505
Advisors at this office
3
Arizona · California · Florida
39 years of industry experience
Purshe kaplan Sterling Investments
2014 - Present • 12 years
Albany, NY
California Capital Management
2004 - Present • 22 years
Sherman Oaks, CA
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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