Michael Brady & Co., LLC

Michael Brady & Co., LLC, established in 2003, specializes in fee-only financial planning and investment management services, focusing on retirement planning for pre-retirees and retirees. The firm offers a comprehensive range of services, including goal prioritization, asset management strategy development, retirement income planning, Social Security strategy optimization, estate planning, tax planning, risk management, and more. Investment advice is provided on a discretionary basis, with clients maintaining control over their assets. The firm requires a minimum combined account balance of $250,000, which may be waived at their discretion. Fees are based on a percentage of assets under management, ranging from 1.50% for balances up to $250,000 to 0.60% for amounts over $5,000,000. MB&Co is a fee-only firm, not affiliated with entities selling financial products, ensuring no commissions or finder's fees are accepted. Investment strategies include strategic asset allocation, diversified portfolios, and periodic rebalancing. The firm does not engage in performance-based fees and primarily serves individual retirees and pre-retirees. Clients receive regular account reviews and statements from qualified custodians. The firm's owners, Michael Brady and Cameron Brady, hold majority ownership and relevant certifications, ensuring high standards of education and experience in financial planning and investment management. No disciplinary events or conflicts of interest are reported, emphasizing the firm's commitment to acting in clients' best interests.