Ted Ferik is a CFA-designated registered investment advisor at Brady Martz Wealth Solutions, LLC, based in Grand Forks, ND, with 13 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 448 clients with $800M 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.33% |
| $10M+ | 0.20% |
The annual fee for investment management services will be charged as a percentage of assets under management. BMWS pays a fee for FPAS’s services based on management fees paid to BMWS on accounts which use FPAS. The fee paid by BMWS to FPAS consists of a portion of the fee paid by Clients to BMWS and varies based on the total Client assets administered and/or sub-advised by FPAS through BMWS. These fees are not separately charged to advisory Clients. The fee charged by BMWS to its Clients includes all sub-advisory fees charged by FPAS.
Fee Estimator
Location
401 Demers Ave, Ste 300, Grand Forks, ND, 58201
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ted is involved in several business activities, including bookkeeping for a boat club and real estate development, owning a jewelry liquidation business, and providing tutoring services for FINRA exams. He also serves as a real estate agent and is a member of the Financial Services Institute's Investment Advisory Services Council, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Brady Martz Wealth Solutions, LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cigna Benefits Financing, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.