Brogan Financial is an independent financial planning and investment management firm located in Knoxville, Tennessee. The firm offers a wide range of advisory services tailored to each client's individual objectives, risk profile, and financial status. Services include investment planning, income distribution planning, retirement planning, tax planning, and estate and wealth transfer planning. Brogan Financial prepares a comprehensive financial plan for all clients and provides continuous portfolio management, primarily utilizing fundamental securities analysis for long-term and short-term investment strategies. The firm acts legally required to act in your best interest when providing retirement advice under federal retirement plan rules.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged up to 2.00% annually based on the average daily balance of the portfolio, excluding cash, brokered CDs, and investment-grade bonds. Actual fees are negotiable.