BH
BH

Brady Lewis Huber

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningCharitable GivingInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
10,329 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.30%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10M+0.55%

Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.

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

235 Everett St, East Peoria, IL, 61611

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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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Other Business Activities

Brady works as a financial advisor at Bradford National Bank, dedicating full-time hours to this role. He also works as a football game commentator for WGEL, spending about 10-20% of his time on this activity outside of market hours.

Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
November 2021 - Present · 4 yrs 3 mos
Midwestern Securities Trading Company, LLCBroker
September 2021 - Present · 4 yrs 5 mos
State Registrations7 states
ALAZCOFLILINMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brady Lewis Huber - Financial Advisor | TrueAdvisor