Brendan Hayes
Brendan Hayes is a registered investment advisor at Armstrong Advisory Group INC., based in Needham, MA, with 24 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,494 clients with $1.7B 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 $1000K | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.
Fee Estimator
Location
144 Gould Street, Suite 210, Needham, MA, 02494
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Brendan is a licensed insurance agent, dedicating minimal time to selling insurance products that do not require securities licensing. He also co-hosts a radio program and a podcast, and owns rental properties through a family trust.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Mmc Securities CORP.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations3 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.