Brendan Grady is a registered investment advisor at Gibbs Wealth Management, LLC, based in Alpharetta, GA, with 10 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
3980 Old Milton Parkway, Alpharetta, GA, 30005
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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
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