Mary Brady
Mary Brady is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in San Francisco, CA, with 19 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
26 W Portal Ave, Ste 1, San Francisco, CA, 94127
Get directionsHistory
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 ActivitiesSells Insurance
Mary is an employee at Brady Construction Inc., and the owner/president of Brady Concrete. She is also the owner and agent at Mary Spellman Brady's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of her time to this.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations8 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.
Exams
More Advisors
- Jake Ng, ChFCState Farm Investment Management CORP.
- Christie Kennett, ChFCState Farm Investment Management CORP.
- Tiffany Won, ChFCState Farm Investment Management CORP.
- Benjamin Carr, ChFCState Farm Investment Management CORP.
- Fillia Fransisca, ChFCState Farm Investment Management CORP.
- Jenny Luong, ChFCState Farm Investment Management CORP.