Andrew Brady is a CFA-designated registered investment advisor at Brady Family Wealth, LLC, based in Miami, FL, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 108 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brady Wealth offers investment and wealth management services for an annual fee based on the value of your portfolio. The fee typically ranges from 0.50% to 1.25% per year, depending on the size and complexity of your accounts, the services required, and any negotiated or grandfathered fee schedules. Fees are billed quarterly in advance. They may waive the annual fee based on certain criteria.
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brady Family Wealth, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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