Michael Bready is a registered investment advisor at Beyond Financial Planning, LLC, based in Bethesda, MD, with 15 years of industry experience. Michael 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, Tax Planning. Their firm serves 48 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. BFPL pays Pontera a 0.25% annual fee for providing a third-party platform to facilitate management of held away assets; this fee is not passed through to the Client.
Fee Estimator
Location
7910 Woodmont Ave Suite 310, Bethesda, MD, 20814
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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
Michael's wife owns a rental property in Tampa, Florida, since 2021. Michael spends no time on this activity and receives no compensation from it.
Employment History
Current Registrations
Beyond Financial Planning, LLC
Previous Registrations
Farther
Ifs SecuritiesBroker
Sb Advisory, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Sii Investments, INC.Broker
State Registrations3 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.