Henry Bragg & Co. offers investment advice tailored to meet clients’ needs and investment objectives. They provide discretionary portfolio advisory services, qualified plan services, trusted advisor services, and financial review services. Henry Bragg & Co. primarily uses institutional style-specific mutual funds, ETFs, U.S. government securities, and municipal bonds. They may recommend third-party money managers. The firm also offers Flourish Cash, an online cash management solution.
Assets Under Management$470M
Clients72
Advisors2
Avg. per Client$6.5M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for portfolio advisory services is never more than 1.25% of the market value of client assets under management. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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