Andre Baldo is a registered investment advisor at Parady Wealth Management, based in Miami, FL. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 938 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Includes both Parady Wealth Management's 0.50% fee and CreativeOne's 0.15% platform fee.
Fee Estimator
Location
Miami, FL
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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 ActivitiesSells Insurance
Andre works as a Program Business Analyst at RSC Insurance Brokerage, Inc. (dba Risk Strategies Company), the parent company of Parady Wealth Management, since May 2023. This role, which involves analyzing business needs and assisting with financial strategy implementation, is investment-related and takes up nearly full-time hours.
Employment History
Current Registrations
Parady Wealth Management
State Registrations1 state
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