Brady Family Wealth, LLC

Brady Family Wealth, LLC is a registered investment adviser based in Saint Louis, MO, established in July 2021. The firm offers personalized investment management and financial advisory services to individual and institutional investors, operating under a fiduciary standard of care. Services include investment and wealth management, financial planning, and fiduciary services for plan sponsors. Brady Wealth manages client portfolios on both discretionary and non-discretionary bases, tailoring services to individual needs and goals. The firm primarily allocates client assets among individual equity and debt securities, mutual funds, and ETFs based on client objectives and risk profiles. For investment management services, Brady Wealth charges an annual fee ranging from 0.50% to 1.25% based on assets under management. Financial planning and consulting services are billed hourly or on a fixed rate basis, generally not exceeding $10,000 annually. The firm requires a minimum initial investment of $1,000,000 for investment management services, with exceptions considered based on individual circumstances. Brady Wealth does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information to report and does not pay referral fees. Clients' assets are maintained by a qualified custodian, and the firm typically exercises investment discretion over client accounts. Brady Wealth retains proxy voting authority for clients and may participate in class action lawsuits on their behalf. The firm does not require prepayment of fees exceeding $1,200 or have any financial commitments that may impair client commitments.