Brad Landry
Brad Landry is a registered investment advisor at Northwest Asset Management, based in Black Diamond, WA, with 15 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,776 clients with $4.1B 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 | 1.75% |
Fees are negotiable and have a maximum annual rate of 1.75%. Actual fees may differ based on relationship size, services needed, investment strategy, and trading activity.
Fee Estimator
Location
29034 216th Ave Se, Suite A, Black Diamond, WA, 98010
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
Brad is an insurance agent.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations4 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.