How does the advisor help clients – Key Takeaways:
MICHAEL BRADY & CO., LLC provides expert financial guidance and services to clients, helping them achieve their financial goals and make informed decisions.
Facts and Insights:
In this section, we will provide key facts and insights about MICHAEL BRADY & CO., LLC that will give you a better understanding of their expertise and experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
MICHAEL BRADY & CO., LLC currently has assets under management totaling $500 million. They have a team of 5 experienced and dedicated advisors, with a collective experience of over 20 years. The firm has been in business for 10 years, providing consistent and quality financial services to their clients.
Financial Services Offered:
MICHAEL BRADY & CO., LLC offers a wide range of financial services to cater to the unique needs of their clients. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance Services
Client Types:
MICHAEL BRADY & CO., LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small Businesses
- Non-Profit Organizations
Fees & Compensation:
At MICHAEL BRADY & CO., LLC, the financial advisors are committed to transparency and ensuring their clients fully understand their fees and compensation structure. Their fees are based on a percentage of the assets under management, and they do not charge any commission or fees for trades.
Background:
MICHAEL BRADY & CO., LLC was founded by Michael Brady, a highly experienced financial advisor with over 15 years of experience in the industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a Certified Financial Planner (CFP), showcasing his expertise and dedication to providing top-notch financial services to his clients.
Financial Advisor Disclosures to Know:
As a reputable and ethical financial firm, MICHAEL BRADY & CO., LLC abides by all regulations and laws set by the Securities and Exchange Commission (SEC). Their advisors have no disciplinary actions or disclosures to disclose, ensuring their clients can trust in the integrity and professionalism of their services.