Bradford Financial Services Corp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$250,680,041
This total excludes 28 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
549
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
549
Very HighAverage account size
$456,612
About
Bradford Financial Services Corp advises individuals, corporations and trusts through a mix of portfolio management, financial planning and consulting services. The firm also facilitates brokerage and insurance transactions through its affiliation with a broker-dealer and is able to introduce clients to third‑party investment advisors or wrap/UMA programs.
The firm’s advice is delivered via consultations that produce an agreed asset‑allocation strategy and may be managed on a discretionary or non‑discretionary basis; investment implementations can include individual equities, mutual funds, ETFs, fixed income, options and margin positions. The adviser uses a combination of charting, fundamental and technical analysis, employs the Vision2020 advisor‑managed portfolios and UMA tools on its platform, and reviews accounts at least quarterly.
What is distinctive is the firm’s structure: it operates with a single advisor responsible for a relatively large client base and assets under management, and the adviser is dually registered as a broker‑dealer representative and licensed insurance agent. Those affiliations mean the firm combines fee‑based advisory services with the ability to sell commissionable and insurance products, has experienced recent broker‑dealer platform consolidations that affected billing practices, and discloses occasional non‑cash due‑diligence or conference benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
Financial plan fees ranging from $375 to $1,000 depending on complexity
$0 - $250,000: 1.250% $250,000 - $1,000,000: 1.200% $1,000,000 - $2,000,000: 1.150% $2,000,000 - $25,000,000: 1.050% $25,000,000+: 0.800%
Commissions from products sold through broker/dealer Osaic Wealth, Inc.
$250 per hour
Fee-only: Hourly rate of $250 per hour; Fixed fees for financial planning ranging from $375 to $1,000
Main office location
Bradford Financial Services Corp
Tarpon Springs FL, United States
Number of offices
2
Most active in
Bradford Financial Services Corp has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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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