Robert Braglia
Robert Braglia is a ChFC-designated registered investment advisor at American Financial & Tax Strategies, INC., based in Fort Lauderdale, FL, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 191 clients with $280M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable based on asset amount, related accounts, account composition, and other criteria. A separate fee schedule applies to trusts and estates (2.00% on the first $2M, 1.00% thereafter, with a $5,000 quarterly minimum).
Fee Estimator
Location
840 NE 20th Ave, Fort Lauderdale, FL, 33304
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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
American Financial & Tax Strategies, INC.
Previous Registrations
AXA Advisors, LLC
State Registrations2 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.
Exams
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