Matthew Bragg is a CFP-designated registered investment advisor at Smith Moore & CO., based in Moberly, MO, with 32 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,142 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees generally range between 0.5% and 3.0% of managed assets and are negotiable based on account size, investment types, portfolio complexity, and related family accounts.
Fee Estimator
Location
520 North Morley Street, Suite E, Moberly, MO, 65270
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Smith Moore & CO.
Smith, Moore & CO.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Spectrum Capital, INC.
Spectrum Capital, INC.Broker
Primevest Financial Services, INC.Broker
Market Street Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Tradestar Investments,inc.Broker
Infinet Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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