MG
MG

Michael Robert Grady

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
183 clients
Average Client Portfolio
$274K average
Assets Under Management
$50.2M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K+0.75%

Fees are negotiable depending on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4722 Main St., Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael owns shares in The Capital Markets Group, Inc via LCM Holdings, Inc. He is also involved with fixed insurance, Chicago Capital Investment Group, LLC, Kando Partners, LLC, Chicago Capital Management Advisors, LLC, Main St. Professional Building, LLC, BT Partners, LLC, LCM Holdings, Inc, Upward Foundation, and American Trust companies. He dedicates his time to various roles including CFO and RIA president.

Employment History
Current Registrations
Asset Strategies, INC
July 2023 - Present · 2 yrs 7 mos
American Trust Investment Services Advisory, INC.
September 2019 - Present · 6 yrs 5 mos
American Trust Investment Services, INC.Broker
February 2019 - Present · 7 yrs
Chicago Capital Management Advisors, LLC
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Asset Strategies, INC
July 2023 - December 2024 · 1 yr 5 mos
Lcm Capital Management INC
September 2001 - October 2002 · 1 yr 1 mo
Lasalle St. Investment Advisors, L.L.C.
June 1999 - May 2005 · 5 yrs 11 mos
Lasalle St Securities, L.L.C.Broker
November 1996 - April 2019 · 22 yrs 5 mos
Madison Securities, INC.Broker
June 1995 - December 1996 · 1 yr 6 mos
Lexington Securities, INC.Broker
April 1994 - June 1995 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
June 1990 - April 1994 · 3 yrs 10 mos
Vanderbilt Securities, INC.Broker
May 1990 - June 1990 · 1 mo
B C Financial CorporationBroker
July 1989 - May 1990 · 10 mos
Wall Street West, INC.Broker
December 1988 - July 1989 · 7 mos
Blinder, Robinson & CO., INC.Broker
July 1985 - January 1989 · 3 yrs 6 mos
State Registrations17 states
ARAZCACODCFLILINMINCNHNYOHORPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.