Brady Family Wealth offers investment management, selection of independent managers, financial planning, and fiduciary services. They work with clients to determine their investment objectives and risk profile, developing customized investment plans. Services include wealth management, financial planning, and consulting, with a focus on risk-appropriate, cost-effective, and tax-efficient strategies.
Fee Structure
Brady Wealth offers investment and wealth management services for an annual fee based on the value of your portfolio. The fee typically ranges from 0.50% to 1.25% per year, depending on the size and complexity of your accounts, the services required, and any negotiated or grandfathered fee schedules. Fees are billed quarterly in advance. They may waive the annual fee based on certain criteria.