Bragg Comer Financial Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Bragg Comer Financial Advisors offers ongoing investment advice based on individual client needs. As a fee-only advisor, Bragg Comer provides financial plans covering personal finances, taxes, retirement, and investments. Bragg Comer works with individuals and families, offering advice on a discretionary basis.

Assets Under Management$9.4M
Clients29
Advisors1
Avg. per Client$330K
Avg. per Advisor$9.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1.0M - $1.5M0.70%
$1.5M - $2.0M0.50%
$2.0M - $2.5M0.40%
$2.5M+0.30%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Bragg Comer Financial Advisors, LLC | TrueAdvisor