Bray Financial Advisors (BFA) provides investment management based on your financial situation, goals, and risk tolerance. BFA typically invests in diversified portfolios of index mutual funds or exchange traded funds (ETFs), rebalancing periodically. BFA also offers one-time financial plans or portfolio evaluations. If a financial plan recommends BFA's investment management, it's a conflict of interest, but you're not obligated to use BFA for investment management.
Assets Under Management$7.3M
Clients18
Advisors1
Avg. per Client$400K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for amounts greater than $10,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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