Brady Martz Wealth Solutions manages investment portfolios and provides comprehensive financial planning and consulting services for individuals, trusts, charitable organizations, businesses, and retirement plans. Brady Martz Wealth Solutions builds customized investment portfolios primarily using passively managed mutual funds and exchange-traded funds, incorporating Modern Portfolio Theory to achieve long-term goals while controlling risk and costs. For ongoing portfolio management, Brady Martz Wealth Solutions partners with an independent sub-advisor to provide model asset allocation portfolios. In addition to investment management, Brady Martz Wealth Solutions offers comprehensive financial planning covering retirement, income and estate tax strategies, business sale structures, college planning, insurance analysis, cash flow, and trust design. Brady Martz Wealth Solutions operates as a wholly-owned subsidiary of an accounting firm and works with clients to tailor investment strategies around their specific risk profiles and personal goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees and portfolio minimums may be negotiable in certain circumstances. Family member accounts can be combined for fee calculation purposes.