Concepts Financial Services offers investment management through a wrap fee program, where clients approve all transactions. They also provide financial planning and consulting services covering retirement, education, insurance, tax, and estate planning. Janice Brady is the owner and manages the firm. She also works as an insurance agent and tax preparer.
Assets Under Management$22M
Clients137
Advisors1
Avg. per Client$160K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Concepts Financial Services offers investment management services through a wrap fee program. The fees are negotiable, but will not exceed 2.00%.
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