Brady Boyd is a CFP-designated registered investment advisor at Coronado Investment Advisors, LLC, based in Carlsbad, CA, with 18 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $28M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable. For Robo strategies, the management fee is fixed 0.35%/year.
Fee Estimator
Location
2794 Gateway Road, #115, Carlsbad, CA, 92009
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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
Brady co-owns ABCD Properties, LLC, receiving passive income from rental property in Oklahoma. He also serves as a volunteer board member for Christians Against Poverty America.
Employment History
Current Registrations
Coronado Investment Advisors, LLC
Previous Registrations
Financial Guidance Group, INC.
Unionbanc Investment Services, LLC
Oneamerica Securities, INC.
Ameriprise Financial Services, INC.
State Registrations5 states
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