Bray Capital Group provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without prior permission. Bray Capital Group also offers consulting services to pension and employee benefit plans, including guidance on asset classes, investment options, and manager selection. They primarily advise on mutual funds, insurance products, and ETFs.
Assets Under Management$2M
Clients61
Advisors1
Avg. per Client$33K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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