Brady Martz Wealth Solutions (BMWS) offers investment management, financial planning, and consulting services to individuals, trusts, charities, businesses, and retirement plans. BMWS works with clients to determine their investment objectives and risk profile, then designs a written Investment Policy Statement. BMWS primarily recommends mutual funds and exchange-traded funds that follow a passive asset class investment philosophy with low holdings turnover. BMWS has retained Focus Partners Advisor Solutions, LLC to act as a discretionary sub-advisor.
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.