Brady Nance
Brady Nance is a CFP, ChFC-designated registered investment advisor at One Capital Management, LLC, based in Alpharetta, GA, with 24 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,535 clients with $8.5B 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 | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable. Family household accounts may be combined to determine breakpoints.
Fee Estimator
Location
11800 Amberpark Dr., Suite 230, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
E*trade Advisory Services, INC.
E*trade Securities, IncorporatedBroker
Securian Financial Services, INC.Broker
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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