Patricia Brady is a registered investment advisor at Edelman Financial Engines, based in Huntington, NY, with 28 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
Huntington, NY
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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 Activities
Patricia works full-time as Vice President, Business Consultant of AssetMark, Inc, a Registered Investment Adviser. She is also a contributing author in a book collaboration through Amazon Kindle, podcast interview and social media, spending minimal time on this activity.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Assetmark Brokerage, LLCBroker
Assetmark, INC.
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Principle Wealth Partners LLC
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Beirne Wealth Consulting Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ascensus Broker Dealer Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
American Skandia Advisory Services, INC.
American Skandia Marketing, INC.Broker
The Dreyfus Service CorporationBroker
Neuberger & Berman Management IncorporatedBroker
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.
Exams
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