Matthew Brady
Matthew Brady is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Fort Wayne, IN, with 2 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
Fort Wayne, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the President & CEO of Brady Benefits & Associates, LLC, where he advises businesses on employee benefits including 401K, 403B, individual IUL's and annuities. This takes about two-thirds of Matthew's time, with about half of his time spent during securities trading hours.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
State Registrations1 state
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