We help successful families who've worked hard to build their wealth confidently navigate life's biggest financial transitions, from career peaks to retirement and beyond, through our comprehensive financial planning and investment management services.
Work Optional
Pre-Retirees & Retirees
Retirement isn't the end of the journey. It's a new chapter. We help you make the most of retirement with a financial plan that brings clarity, confidence, and purpose to your next phase of life, whether you're planning to stay in Westlake or relocate in retirement.
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Making the Most of Your Benefits
Healthcare
After decades of dedicated service to Cleveland Clinic, University Hospitals, or other major local employers, you've earned substantial benefits. We help you navigate complex retirement packages and turn your pension, 401(k) and other benefits into a comprehensive retirement strategy.
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Beyond the Paycheck
High-Earning Professionals
Your expertise commands top dollar, but high income comes with unique challenges. We help attorneys, physicians, accountants, and other professionals turn substantial earnings into lasting wealth while navigating complex tax situations.
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The Michael Brady & Co. Difference
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We Always Act as FiduciariesThis means that as your financial advisor, we are required by law to always act in our client's best interest, no exceptions.
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Our Advice is Tailored to Your Needs
Your family's personal financial needs, goals, and objectives are unique, and our advice is tailored to meet your family's specific circumstances.
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Our Fees are Simple and Transparent
We operate as a fee-only advisory firm, meaning for our services we are compensated ONLY by a fee that you pay us directly.
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We Ensure Your Financial Plan Works With Your Investment Portfolio
We make sure all of your financial goals and objectives are properly aligned with your portfolio construction, so your investments help you achieve them.
Our Fees
We work best with families who have at least $500,000 of investable assets. Financial planning and investment management services are provided as a package at the following fee schedule:
| Assets Under Management | Annual Fee |
|---|---|
|
$500,000 - $1,000,000
|
1.00% |
|
$1,000,000 - $3,000,000
|
0.8%
|
| $3,000,000+ |
0.70%
|
Ready to Take Control of Your Financial Future?
As fee-only fiduciaries with over 30 years of experience, we're committed to acting in your best interest, always. No sales pressure, no hidden fees, no conflicts of interest.