BM
BM

Brady Mcbride

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$500
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Location

200 East 7th Street, Auburn, IN, 46706

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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
Cx Institutional, LLC
June 2021 - Present · 4 yrs 8 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.