Do you charge for the initial consultation?
No, the initial consultation is complimentary and without obligation.
What should I bring to our first meeting?
Just bring yourself and your questions. If you'd like us to review specific documents, we'll let you know before the meeting, but it's not required for the first conversation.
How are you compensated?
We are a fee-only advisory firm. We charge a transparent fee based on the assets we manage for you. We do not receive commissions, kickbacks, or any other form of compensation from product sales or referrals to likeminded professionals.
Do you work with clients outside of Cleveland?
Yes, while we're based in Westlake and serve many Cleveland-area families, we also work with clients throughout Ohio and across the country through virtual meetings. (We currently work with clients in 19 different states.)
What makes Michael Brady & Co. different from other advisors?
We're an independent, fee-only fiduciary firm, which means we're legally required to act in your best interest, always. We don't sell products, we don't earn commissions, and we don't have conflicts of interest. Our only goal is to help you achieve financial confidence.
How long does it take to implement a financial plan?
It varies depending on your situation, but typically our discovery and planning process takes 4–6 weeks, followed by implementation over the next few months. However, we can often help you start making better financial decisions right away.
Who do you work with?
We work best with families who:
✓ AHave at least $500,000 in investable assets
✓ Are within 5-10 years of retirement or already retired
✓ Value fee-only, fiduciary advice
✓ Want a long-term relationship with their advisor
✓ Are looking for comprehensive financial planning, not just investment management