Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
Fees are negotiable but will not exceed 1.25% of assets under management per year. The standard fee schedule is 1.25% on the first $500,000 of managed assets, 1.00% on assets between $500,001 and $2,000,000, and 0.75% on assets over $2,000,000. Fees are calculated on the last business day of each calendar quarter and collected in advance. Consulting services are also available on a flat fee basis, starting as low as $1,000.
Areas of Practice
Advisor Information
Office location
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brady is a 2nd Lieutenant in the US Army.