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The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"MBCO, FORM ADV PART 2A & 2B, filed 27 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Michael Brady & Co. use?","answer":"Michael Brady & Co.’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $249M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Michael Brady & Co. have?","answer":"Michael Brady & Co. has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Michael Brady & Co. invest in?","answer":"At the end of its last fiscal year, Michael Brady & Co.’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Michael Brady & Co. have a minimum investment?","answer":"Yes, Michael Brady & Co.’s minimum account size for its Investment Management and Financial Planning is $250K.","source":"MBCO, FORM ADV PART 2A & 2B, filed 27 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Michael Brady & Co.?","answer":"Michael Brady & Co.’s direct owners are Michael Brady (75% or more) and Cameron Brady (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Michael Brady & Co. get paid?","answer":"Michael Brady & Co. is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}