Matthew Brady
Matthew Brady is a registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 33 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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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
Matthew is an IAR/Financial Advisor with The Partners Wealth Management dba Ocean Pointe Financial Services Group, LLC, dedicating about half his time to providing investment advice. He also works as an agent at an independent insurance agency, providing insurance advice a few hours per week, and is involved in two non-investment related activities: treasurer of LAS PALMAS HOA and board member of PALMETTO LANDING CONDOMINIUM ASSOCIATION INC. Finally, he has 100% ownership with his spouse of MKKC Enterprises, LLC, a holding company, spending minimal time on oversight.
Employment History
Current Registrations
Thepartners Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Thepartners Wealth Management
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Advest, INC.
Advest, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.