Bragg Financial Advisors INC
Assets Under Management
$3.9B
Number of Clients
1,552
Number of Advisors
15
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$260.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Bragg Financial Advisors offers investment management based on individual client needs, creating a written investment plan to guide decisions. They emphasize diversification and strategic asset allocation. Bragg also provides financial planning covering retirement, education, investments, insurance, and estate planning. Bragg Financial Advisors also manages mutual fund portfolios as a sub-advisor.
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% |
Minimum annual advisory fee of $20,000 for new clients as of April 1, 2023. Existing clients are not subject to this minimum. Any portion of a client account that is invested in shares of the FPA Queens Road Funds will be excluded from our Quarterly Advisory Fee calculation.
Fee Estimator
Areas of Practice
Location
1031 South Caldwell St, Suite 200, Charlotte, NC, 28203