Parady Wealth Management offers investment management services, utilizing model portfolios managed by CreativeOne. They gather client financial information to tailor investment services. Parady requires discretionary authority to manage accounts. Certain representatives are licensed insurance agents/CPAs and offer those services separately. Parady may act as a named fiduciary for certain qualified retirement plans, excluding certain assets.
Assets Under Management$160M
Clients938
Advisors4
Avg. per Client$170K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...