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Brady Franklin

9 Years of Experience
Topeka, KS

Brady Franklin is a registered investment advisor at Endeavor Private Wealth, INC., based in Topeka, KS, with 9 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 383 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
383 clients
Average Client Portfolio
$921K average
Assets Under Management
$352.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.95%
$10M+0.95%

Fees above $10,000,000 are negotiable.

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

Townsite Plaza 3, 120 SE 6th Ave, Suite 110, Topeka, KS, 66603

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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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Employment History
Current Registrations
Endeavor Private Wealth, INC.
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - August 2021 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - August 2021 · 4 yrs 11 mos
State Registrations2 states
KSTX
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.