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Brady Ritchey

8 Years of Experience
Weldon Spring, MO

Brady Ritchey is a registered investment advisor at Roth Investment Management, LLC, based in Weldon Spring, MO, with 8 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 42 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
42 clients
Average Client Portfolio
$273K average
Assets Under Management
$11.4M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.85%
$5M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Weldon Spring, MO

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brady is an adjunct professor at Webster University since 2016, teaching MBA finance, investments, and financial markets. He is also an adjunct professor at St. Louis University since 2021, teaching international financial strategies, and a contributor/writer for Seeking Alpha.

Employment History
Current Registrations
Roth Investment Management, LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Edward Jones
February 2009 - September 2009 · 7 mos
State Registrations3 states
ILMOTX
Advisor

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
No exam information available for this advisor.
Brady Ritchey - Financial Advisor | TrueAdvisor