Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Minimum annual advisory fee of $20,000 for new clients as of April 1, 2023. Existing clients are not subject to this minimum. Any portion of a client account that is invested in shares of the FPA Queens Road Funds will be excluded from our Quarterly Advisory Fee calculation.
Fee Estimator
Location
1031 South Caldwell St, Suite 200, Charlotte, NC, 28203
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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 →Other Business Activities
George is a member of the Finance and Investment Committees for First Presbyterian Church of Charlotte and the Finance Committee for Myers Park High School. He spends minimal time per week on these investment-related activities, which include cash management, endowment account review, and budget planning.
Employment History
Current Registrations
Bragg Financial Advisors INC
Previous Registrations
Queens Road Securities, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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.