Michael Brady & Co. offers financial planning and investment management services as a package, specializing in retirement planning for pre-retirees and retirees. They review financial goals, develop financial summaries, create investment strategies, develop retirement income strategies, assess estate net worth, confirm beneficiary designations, identify tax planning strategies, assess risk management, and develop asset protection strategies. They provide investment advice on a discretionary basis and do not sell commissioned products.
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.
