Brady Gingrich is a registered investment advisor at Altrius Capital Management, INC., based in Portland, ME, with 3 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 512 clients with $720M 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 $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
In special circumstances, Altrius may negotiate a lesser management fee.
Fee Estimator
Location
Portland, ME
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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
Altrius Capital Management, INC.
Previous Registrations
Wells Fargo Securities, LLCBroker
State Registrations1 state
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