BRADY FAMILY WEALTH, LLC
Saint Louis, Missouri
Based out of Saint Louis, MO, Brady Family Wealth, LLC is a small investment advisory firm dedicated to serving high-net-worth individuals. With a client base of over 20 individuals, the firm manages a significant amount of assets, totaling more than $235,357,000.
Brady Family Wealth, LLC operates from two offices, ensuring convenient accessibility for their clients. While the majority of their assets under management are for high-net-worth individuals, 401K and individual accounts constitute less than 30% of their portfolio. Nonetheless, the firm possesses the expertise and capacity to effectively manage employer funds.
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Assets Under Mgmt
$235.36M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Articles
Articles
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