David Brady
David Brady is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
March 2007Other Business ActivitiesSells Insurance
David is the owner of Brady Associates Financial Services, an insurance and securities/advisory business, and spends a few hours per week on it. He also owns Brady Associates Inc., a real estate, consulting, and accounting entity, dedicating a few hours per week to managing rentals, consulting, and related tasks.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
MML Investors Services, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations12 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.