AB
AB

Adam Brady

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3633 advisors
Number of Clients
293,703 clients
Average Client Portfolio
$885K average
Assets Under Management
$260.0B

Fee Structure

Fees for financial planning services are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

641 E. Lake Street, Suite 230, Wayzata, MN, 55391-1773

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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
RBC Capital Markets, LLC
October 2024 - Present · 1 yr 4 mos
RBC Capital Markets, LLCBroker
April 2024 - Present · 1 yr 10 mos
RBC Capital Markets, LLC
April 2024 - Present · 1 yr 10 mos
State Registrations39 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.