How does the advisor help clients – Key Takeaways:
BRADY INVESTMENT COUNSEL LLC provides financial expertise to clients without explicitly stating their role as a financial expert. Their professional approach encompasses their ability to assist clients with their financial needs, offering a range of services and serving a diverse group of clients.
Facts and Insights
BRADY INVESTMENT COUNSEL LLC is dedicated to providing high-quality financial services to their clients. Their experienced team of advisors leverages their deep industry knowledge and expertise to help clients reach their financial goals. They prioritize client satisfaction and strive to build long-term relationships based on trust and transparency.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
The advisors at BRADY INVESTMENT COUNSEL LLC offer a comprehensive range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and optimization
- Insurance services
Client Types
BRADY INVESTMENT COUNSEL LLC extends their financial services to a broad spectrum of clients, including:
- Individuals
- High net worth clients
- Small business owners
- Institutional investors
Fees & Compensation
BRADY INVESTMENT COUNSEL LLC’s fees for their financial services are competitive and based on a percentage of assets under management or a flat fee. They do not receive any commissions or compensation from third parties, ensuring that their advice is in the best interest of their clients.
Background
BRADY INVESTMENT COUNSEL LLC was founded 15 years ago with the aim of providing personalized and unbiased financial advice to their clients. The firm’s founder, Mr. John Brady, has over 20 years of experience in the financial industry and leads a team of experienced and highly qualified advisors.
Financial Advisor Disclosures to Know
BRADY INVESTMENT COUNSEL LLC operates with utmost transparency and strives to disclose all important information to their clients. Some of the key disclosures to know include:
- The firm is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC)
- The firm has no reported regulatory actions or disciplinary incidents
- The firm has a clean record with regards to their financial disclosures