Daniel Bragg
Daniel Bragg is a registered investment advisor at Bragg Capital Management LLC, based in Agoura Hills, CA, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees are negotiable.
Fee Estimator
Location
Agoura Hills, CA
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 →Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent, dedicating minimal time to insurance sales. He also serves as Chief Investment Officer for Pure Distribution and KC Equipment Rentals, spending a few hours per week on each to assist with capital allocation decisions.
Employment History
Current Registrations
Bragg Capital Management 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.