Matthew Bragg is a CFP-designated registered investment advisor at Smith Moore & CO., based in Moberly, MO, with 31 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
520 North Morley Street, Suite E, Moberly, MO, 65270
Get directionsHistory
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 Registrations17 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.