Robert Bragg
Robert Bragg is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B 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 | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2022Regulatory
July 2016Customer Dispute
February 2015Other Business Activities
Robert is the President and a Registered Representative/Investment Advisory Representative at Falcon Financial Services, Inc. He dedicates all of his time during regular business hours to this investment-related activity.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations8 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.