Assets Under Management
$413.4M
Number of Clients
80
Number of Advisors
N/A
Average Client AUM
$5.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Bray Capital Advisors provides customized wealth management services to high-net-worth individuals and families. Services include investment management, tax compliance and consulting, estate and succession planning, fiduciary planning and consulting, and personal financial planning. Investment portfolios are managed on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees negotiable.
9115 Corsea Del Fontana Way, Suite 200, Naples, FL, 34109