Matthew Brady is a CFP-designated registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 15 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Matthew is the president of Catahee, LLC, which was created to purchase recreational and rental farmland. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
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.