Christopher Brady
Christopher Brady is a registered investment advisor at Kayne Anderson Rudnick Investment Management, LLC, based in Lovell, ME, with 16 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24,735 clients with $39B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Minimum annual fee of $10,000 applies.
Fee Estimator
Location
Lovell, ME
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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 →Employment History
Current Registrations
Vp Distributors, LLC
Kayne Anderson Rudnick Investment Management, LLC
Vp Distributors, LLCBroker
Previous Registrations
Rwa Wealth Partners
Clarendon Private LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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