Robert Braglia
Robert Braglia is a ChFC-designated registered investment advisor at American Financial & Tax Strategies, INC., based in Fort Lauderdale, FL, with 7 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, Estate Planning, Investment Management, Retirement Planning, and 1 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
American Financial & Tax Strategies provides investment management services for an annual fee based on a percentage of the value of your investments. The fee may include financial planning services. The annual fee does not include brokerage commissions or transaction fees. The fee is calculated quarterly, based on the average month-end or daily market value of your investments in the prior three months.
The minimum quarterly fee is $2,500 for standard accounts and $5,000 for Trusts and Estates accounts where the firm's president serves as Power of Attorney.
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.