Bragg Financial Advisors offers investment management based on individual client needs, creating a written investment plan to guide decisions. They emphasize diversification and strategic asset allocation. Bragg also provides financial planning covering retirement, education, investments, insurance, and estate planning. Bragg Financial Advisors also manages mutual fund portfolios as a sub-advisor.
Assets Under Management$3.9B
Clients1,552
Advisors15
Avg. per Client$2.5M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Minimum annual advisory fee of $20,000 for new clients as of April 1, 2023. Existing clients are not subject to this minimum. Any portion of a client account that is invested in shares of the FPA Queens Road Funds will be excluded from our Quarterly Advisory Fee calculation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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