Cameron Brady is a CFP-designated registered investment advisor at Michael Brady & CO., LLC, based in Westlake, OH, with 12 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 218 clients with $250M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
All fees are negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. Investment management fees charged by third-party sub-advisors are in addition to Michael Brady & Co.'s fees.
Fee Estimator
Contact
Cameron Brady
Location
28871 Center Ridge Road, Suite 102, Westlake, OH, 44145
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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 →Employment History
Current Registrations
Michael Brady & CO., LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
MML Investors Services, LLCBroker
State Registrations2 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.
Exams
Additional Information
Cameron has been providing clients with financial planning services and investment management for over 5 years in Chicago before joining his father at Michael Brady & Co. in the greater Cleveland area. Cameron specializes in working with high net worth individuals as well as Millennials and Gen X clients. He is always finding unique ways to connect with clients and provide the highest quality of advice and service.