Bragg Capital Management offers portfolio management services for individually managed accounts. The firm primarily invests in publicly traded securities and exchange-traded funds. Clients select a portfolio strategy aligned with their risk profile, and Bragg Capital Management selects the investments. The firm may use leverage and invest in options. Fees are negotiable.
Assets Under Management$3.2M
Clients18
Advisors1
Avg. per Client$180K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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