Brogan Asset Management offers personalized financial planning and investment management services to individuals. These services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Brogan Asset Management does not sell commissioned products.
Assets Under Management$500K
Clients1
Advisors3
Avg. per Client$500K
Avg. per Advisor$170K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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