Michael Brady
Michael Brady is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boulder, CO, with 31 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
885 Arapahoe Ave, Boulder, CO, 80302
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Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Michael is involved in several outside business activities, including serving as treasurer for a charity, advising a fraternity, and owning a securities DBA. He also works as an independent insurance agent and dedicates a few hours per week to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Generosity Wealth Management, LLC
Qa3 Financial CORP.Broker
Agile Group
Agile Advisors INC.
Agile Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Bentley-Lawrence Securities, INC.Broker
State Registrations26 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.