Thomas Brady is a CFA, CFP-designated registered investment advisor at Brady Family Wealth, LLC, based in Saint Louis, MO, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 108 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brady Wealth offers investment and wealth management services for an annual fee based on the value of your portfolio. The fee typically ranges from 0.50% to 1.25% per year, depending on the size and complexity of your accounts, the services required, and any negotiated or grandfathered fee schedules. Fees are billed quarterly in advance. They may waive the annual fee based on certain criteria.
Location
1401 South Brentwood Blvd., Suite 880, Saint Louis, MO, 63144
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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.
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Thomas serves as a co-trustee for his children, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Brady Family Wealth, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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