Michael Brady & Co., LLC
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About
The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in discretionary assets for about 218 clients. Clients typically receive a combined package of financial planning and investment management services and are asked to maintain a combined account balance of $250,000 (the firm may waive this minimum).
The firm emphasizes a strategic, globally diversified asset allocation implemented primarily with low‑fee, no‑commission mutual funds and ETFs in a buy-and-hold framework with periodic rebalancing, and it will engage third‑party sub‑advisors or private money managers for more tactical mandates when appropriate. Its research inputs include external providers named in the brochure—Morningstar, Fidelity Institutional Wealth Services, Kwanti Analytics, and Clearnomics—and the firm participates in a custodian advisor services program that offers additional research and access to certain investment products.
Noteworthy among peers, the firm discloses its use of third‑party research and advisor services in its brochure and highlights access to external analytics and investment pools, an approach that is uncommon for similarly supported firms. The advisory team is small and credentialed in financial planning, the firm operates strictly on a fee‑only basis without accepting commissions, and it forwards proxy materials to clients for voting rather than voting proxies on their behalf.
Client services
Expertise
Demographic focus
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
Account minimum: $250,000 Fee-only: Fee-only financial planning and investment management services combined, fees are computed as a percentage of assets under management per the fee schedule above. No commissions or other forms of compensation accepted.
Main office
28871 Center Ridge Road, Suite 102
Westlake OH 44145
Advisors at this office
2
Most active in
Georgia · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael B
CFP®, Series 63
Westlake, OH
Michael Brady & Co., LLC
Michael Brady is a CFP® with 41 years of experience in financial advising. He has led Michael Brady & Co., LLC since 2004, serving clients primarily in Westlake, OH. The firm provides fee-only financial planning and discretionary investment management for individual pre-retirees and retirees, managing approximately $248.6 million in assets for about 218 clients. The firm emphasizes a strategic, globally diversified asset allocation using low-fee mutual funds and ETFs within a buy-and-hold framework, supplemented by third-party research and sub-advisors for tactical mandates when appropriate.
Cameron B
CFP®, Series 63, Series 65
Westlake, OH
Michael Brady & Co., LLC
Cameron Brady is a CFP® with 12 years of industry experience, currently serving at Michael Brady & Co., LLC since 2017. Prior to this, he worked at CliftonLarsonAllen Wealth Advisors LLC for three years. The firm provides fee-only financial planning and discretionary investment management primarily for individual pre-retirees and retirees, managing approximately $248.6 million in discretionary assets. Michael Brady & Co., LLC employs a globally diversified, buy-and-hold investment approach using low-fee mutual funds and ETFs, supplemented by third-party research and occasional tactical mandates through sub-advisors.
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