Michael Grady is a registered investment advisor at Asset Strategies, INC, based in Lisle, IL, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management. Their firm serves 183 clients with $50M 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 | 1.00% |
| $500K+ | 0.75% |
The investment advisory fee is negotiable at Registrant’s discretion, depending upon objective and subjective factors.
Fee Estimator
Location
4722 Main St., Lisle, IL, 60532
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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 →Other Business ActivitiesSells Insurance
Michael owns shares in The Capital Markets Group, Inc via LCM Holdings, Inc. He is also involved with fixed insurance, Chicago Capital Investment Group, LLC, Kando Partners, LLC, Chicago Capital Management Advisors, LLC, Main St. Professional Building, LLC, BT Partners, LLC, LCM Holdings, Inc, Upward Foundation, and American Trust companies. He dedicates his time to various roles including CFO and RIA president.
Employment History
Current Registrations
Asset Strategies, INC
American Trust Investment Services Advisory, INC.
Chicago Capital Management Advisors, LLC
Previous Registrations
Asset Strategies, INC
American Trust Investment Services, INC.Broker
Lcm Capital Management INC
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Madison Securities, INC.Broker
Lexington Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Vanderbilt Securities, INC.Broker
B C Financial CorporationBroker
Wall Street West, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.