Brendan Grady
Brendan Grady is a registered investment advisor at Gibbs Wealth Management, LLC, based in Pineville, NC, with 11 years of industry experience. Brendan 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. Their firm serves 5,356 clients with $1.1B 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 | Included |
Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.
Fee Estimator
Location
522 Main Street, Pineville, NC, 28134
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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 ActivitiesSells Insurance
Brendan is an insurance agent for Grady Group, Inc. selling fixed insurance products and holds dinner seminars, dedicating about 10-20% of his time. He also owns rental property and is the President/Investment Advisor Representative for Clarity Financial Group, Inc., an RIA firm, spending nearly full-time hours there.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Formula Folio Investments
Clarity Financial Group, INC.
Gradient Investments, LLC
Questar Asset Management, INC.
Gradient Investments, LLC
Grady Financial INC.
State Registrations1 state
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
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