Mary Hedrick is a CFP-designated registered investment advisor at Eubel Brady & Suttman, based in Miamisburg, OH, with 21 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 797 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eubel Brady & Suttman Asset Management's (EBS) fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the type of portfolio (balanced or equity). These fees are negotiable.
Balanced Portfolios:
- First $1,000,000: 1.00% per year
- Next $1,500,000: 0.80% per year
- Above $2,500,000: 0.70% per year
Equity (All-Cap, Large, and Mid-Large) Portfolios:
- First $2,500,000: 1.00% per year
- Next $2,500,000: 0.80% per year
- Above $5,000,000: 0.70% per year
Mutual Fund Portfolios:
- Flat 0.50% to 0.70% per year
Location
10100 Innovation Drive, Suite 410, Miamisburg, OH, 45342
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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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Mary is involved with a food bank as an investment committee member and executive committee officer, and with the Wright State University Alumni Association as a finance committee member. She also has ownership stakes in two residential rental property businesses, JMJD Investments LLC and JMBH Enterprises.
Employment History
Current Registrations
Eubel Brady & Suttman
Previous Registrations
Raymond James Financial Services Advisors, INC
Wells Fargo Advisors, LLC
Fifth Third Securities, INC.
State Registrations1 state
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.