About MICHAEL BRADY & CO., LLC
MICHAEL BRADY & CO., LLC is a financial firm that specializes in providing expert financial advice and services to their clients. With years of experience in the industry, they have established themselves as a reliable and trusted partner for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial planning services.
- Assists clients in achieving their financial goals and securing their financial future.
- Provides tailored investment strategies based on the client’s risk tolerance and financial objectives.
- Keeps clients informed and updated on market trends and changes that may impact their investments.
- Offers ongoing support and guidance to help clients make informed financial decisions.
Facts and Insights
MICHAEL BRADY & CO., LLC has a proven track record of helping clients achieve financial success. Their team of experienced financial experts stay up-to-date on the latest industry trends and market insights to provide clients with the best possible advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (publicly available information) |
10 advisors (source: U.S. Securities and Exchange Commission) |
15 years (source: U.S. Securities and Exchange Commission) |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance services
- Business planning and consulting
Client Types
MICHAEL BRADY & CO., LLC serves a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Corporate executives
- Business owners
- Non-profit organizations
- Retirees
Fees & Compensation
MICHAEL BRADY & CO., LLC believes in transparency and fairness when it comes to fees and compensation. They offer a fee-based approach, which means their fees are based on a percentage of the client’s assets under management. This ensures that the advisor’s interests are aligned with the client’s, as they only make money if the client’s investments perform well.
Background
Founder and CEO Michael Brady has been in the financial industry for over 25 years. He is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA). He is also a fiduciary, meaning he acts in the best interests of his clients at all times.
Financial Advisor Disclosures to Know
MICHAEL BRADY & CO., LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. As required by law, they disclose all important information to clients, including fees, potential conflicts of interest, and any disciplinary actions taken against the firm or its advisors. This ensures transparency and empowers clients to make informed decisions about their finances.