Henry Bragg is a CFP-designated registered investment advisor at Henry Bragg & CO., based in Houston, TX, with 18 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72 clients with $470M 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 | 1.25% |
The annual fee for portfolio advisory services is never more than 1.25% of the market value of client assets under management. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
2900 Weslayan St., Ste 450, Houston, TX, 77027-5132
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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
Henry is the founder of Hilltop Interests dba Henry Bragg Specialty Services, offering consulting services and entity management for family partnerships and other entities since 2013. This activity requires minimal time.
Employment History
Current Registrations
Henry Bragg & CO.
Previous Registrations
Hill Investment Group
Horizon Advisors, LLC
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.