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, High Net Worth, and 4 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% |
Fees are negotiable based on client complexity and assets. Non-discretionary accounts charge 0.5% with a $500 minimum and a 3% maximum. Internal managed asset portfolio strategies may carry additional strategy fees of 0.25% to 0.5%.
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
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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