Brady Martz Wealth Solutions Fees & Minimum

Overview

Headquarters: Grand Forks, ND
Total Firm Assets: $795 million
Average High-Net-Worth Client Portfolio Size: $5.2 million

Fee Disclosure

Source: BRADY MARTZ WEALTH SOLUTIONS FORM ADV PART 2A (2025-11-21) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,000,000	1.00%
$2,000,001	$5,000,000	0.75%
$5,000,001	and above	0.60%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$45,000	0.90%
$10 million	$75,000	0.75%
$50 million	$315,000	0.63%
$100 million	$615,000	0.62%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 87.06%
Number of High-Net-Worth Clients: 134
Total Client Accounts: 1,046
Discretionary Accounts: 1,046

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 331043

BRADY MARTZ WEALTH SOLUTIONS FORM ADV PART 2A (2025-11-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Brady Martz Wealth Solutions, LLC