Firm
Michael Brady & Co., LLC
Westlake, Ohio
Fee-only
Michael Brady & Co., LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 218 individual clients, 55 of them high net worth.
- Its average account is about $405,000 (assets it manages divided by its 614 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Westlake, Ohio |
|---|---|
| Website | michaelbradyco.com |
| [email protected] | |
| Phone | (440) 235-2100 |
Michael Brady & Co., LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$500,000 - $1,000,000 1.00%" source
"We work best with families who have at least $500,000 of investable assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $249 million |
| Individual clients | 163 |
| High-net-worth clients | 55 |
| Accounts managed | 614 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112508) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 130093 |