Cole O'connell is a registered investment advisor at Brady Martz Wealth Solutions, LLC, based in Fargo, ND. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 448 clients with $800M 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.33% |
| $10M+ | 0.20% |
The annual fee for investment management services will be charged as a percentage of assets under management. BMWS pays a fee for FPAS’s services based on management fees paid to BMWS on accounts which use FPAS. The fee paid by BMWS to FPAS consists of a portion of the fee paid by Clients to BMWS and varies based on the total Client assets administered and/or sub-advised by FPAS through BMWS. These fees are not separately charged to advisory Clients. The fee charged by BMWS to its Clients includes all sub-advisory fees charged by FPAS.
Fee Estimator
Location
2537 University Drive, Fargo, ND, 58103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brady Martz Wealth Solutions, LLC
State Registrations2 states
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