Michael Brady
Michael Brady is a CFP-designated registered investment advisor at Michael Brady & CO., LLC, based in Westlake, OH, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 218 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
All fees are negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. Investment management fees charged by third-party sub-advisors are in addition to Michael Brady & Co.'s fees.
Fee Estimator
Contact
Michael Brady
Location
28871 Center Ridge Road, Suite 102, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
Regulatory
May 2009Employment History
Current Registrations
Michael Brady & CO., LLC
Previous Registrations
Triad Advisors, INC.Broker
Prim Advisors, Incorporated
Prim Securities, IncorporatedBroker
Mariner Financial Services, INC.Broker
Travelers Equities Sales, INC.Broker
Brady, Foley & CO., IncorporatedBroker
Vestax Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Mike has worked with multiple generations of families to insure their lasting legacy long into the future for over 30 years. Over that time, he has advised and simplified his clients’ financial lives thereby providing them with peace of mind.