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Brady Husbyn

13 Years of Experience
Rochester, MN
Broker

Brady Husbyn is a registered investment advisor at Advanced Advisor Group, LLC, based in Rochester, MN, with 13 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
58 clients
Average Client Portfolio
$188K average
Assets Under Management
$10.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $210K1.04%
$210K - $500K0.96%
$500K - $1.0M0.88%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.72%
$5.0M - $10.0M0.68%
$10M+0.60%

Fixed Income and Cash Management Accounts include a limited selection of investments, such as CDs, money market accounts, and certain preapproved, limited funds. If the account contains investments outside of these options, the standard fee schedule applies. The fee schedule for fixed income and cash management accounts is: $0 to $99,999: 0.60%, $100,000 and higher: 0.36%

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

2778 Commerce Drive NW, Suite B, Rochester, MN, 55901

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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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Employment History
Current Registrations
Efs Advisors
January 2016 - Present · 10 yrs 3 mos
Advanced Advisor Group, LLC
January 2016 - Present · 10 yrs 3 mos
Advanced Advisor Group, LLCBroker
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
March 2012 - January 2016 · 3 yrs 10 mos
State Registrations10 states
COFLIAIDINMNORTXUTWI
AdvisorBrokerBoth

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
No exam information available for this advisor.