Brogan Financial offers investment advice and portfolio management to individuals, high net worth individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include investment planning, income distribution planning, retirement planning, income tax planning, and estate & wealth transfer planning. Brogan Financial prepares a financial plan for all clients.
Fee Structure
Brogan Financial charges a percentage of the assets they manage. The specific fee is negotiable and based on factors like investment strategies, the amount you invest, and the time Brogan Financial spends on your account. The fee is deducted from your investment account quarterly. The brochure states that fees are charged up to 2.00% annually.