Brady Lawrence is a registered investment advisor at Rcm Wealth Advisors, based in Crown Point, IN, with 3 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Also offers Managed Asset Portfolios (MAP) with fees ranging from 0.25% to 0.50%. Non-discretionary accounts are charged either a $500 annual minimum fee or 0.5% of the assets in the account, not to exceed 3% of the overall portfolio. Fees may be negotiable.
Fee Estimator
Location
123 N Main St. Suite 203, Crown Point, IN, 46307
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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 Activities
Brady works as an Ag Market Specialist for RCM Ag Services and Strategic Trading Advisors, both involving commodities hedging. These roles take up a full-time commitment at RCM Ag Services and minimal time at Strategic Trading Advisors.
Employment History
Current Registrations
Rcm Wealth Advisors
State Registrations2 states
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