Advisor at Brady Martz Wealth Solutions, LLC
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Firm
Brady Martz Wealth Solutions, LLC
Location
Grand Forks, ND 58201
Credentials
Series 66
Industry experience
24 years
Jason Ernst is a financial advisor at Brady Martz Wealth Solutions, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Inc., ProEquities, Inc., Honkamp Krueger Financial Services Inc., and U.S. Bancorp Investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, supported by model and sub-advisory portfolios, and integrates financial planning tools such as Monte Carlo simulation.
Based on Brady Martz Wealth Solutions, LLC
Based on Brady Martz Wealth Solutions, LLC
Financial planning fixed fees up to $10,000, based on estimate of hours needed
$0+: Investment Management Services: tiered based on total assets under management, but exact tiers not explicitly listed in brochure; fees are negotiable. $0 - $1,000,000: Employee Benefit Retirement Plan Services: BMWS fee 0.70%, FPAS fee 0.20%, Total 0.90% $1,000,001 - $5,000,000: BMWS fee 0.45%, FPAS fee 0.15%, Total 0.60% $5,000,001 - $10,000,000: BMWS fee 0.25%, FPAS fee 0.08%, Total 0.33% $10,000,001+: BMWS fee 0.15%, FPAS fee 0.05%, Total 0.20%
Some employees are licensed insurance agents and may receive commissions for insurance product transactions, but not obligatory for clients
Financial planning hourly rates range from $200 to $300 per hour
Minimum fee: $2,000 minimum for financial planning services Fee-only: Financial planning fees charged separately on project, fixed rate or hourly basis
401 Demers Ave, Ste 300
Grand Forks, ND 58201
North Dakota · Texas
Brady Martz Wealth Solutions, LLC
2024 - Present (2 years)
Avantax Investment Services, INC.
2020 - 2024 (4 years)
ProEquities, Inc.
2017 - 2020 (3 years)
Honkamp Krueger Financial Services Inc
2016 - 2020 (4 years)
U.S. Bancorp Investments
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Tencap Wealth Coaching
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