Archie Bragg
Archie Bragg is a registered investment advisor at Voya Financial Advisors, INC., based in Bolingbrook, IL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
Bolingbrook, IL
Get directionsHistory
Regulatory History (8)
Financial
July 2024Financial
October 2021Financial
September 2021Financial
September 2021Financial
February 2021Financial
April 2020Financial
April 2020Financial
March 2020Other Business ActivitiesSells Insurance
Archie works as an independent insurance agent, selling fixed insurance products since 2002. This activity takes a few hours per week.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLCBroker
Lloyd, Scott & Valenti, LTD.Broker
Edward JonesBroker
State Registrations10 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.