Lauren Klaiber is a CFA-designated registered investment advisor at Bragg Financial Advisors INC, based in Charlotte, NC, with 4 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,613 clients with $4.7B 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Rates shown are for the main Managed Account Program. The Small Cap Value Managed Account Program has a separate schedule: first $5M at 0.85%, next $5M at 0.75%, and over $10M at 0.65%. Fees are negotiable.
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 →Employment History
Current Registrations
Bragg Financial Advisors INC
Previous Registrations
Wells Fargo Investment Institute, INC.
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.
Exams
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