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About Bragg Financial Advisors Inc.
Bragg Financial Advisors Inc. has a rich legacy spanning over 50 years, dedicated to helping families and institutions achieve their financial objectives. As a Registered Investment Advisor, they specialize in fee-based asset management and planning for individuals, trusts, foundations, and corporations.
Founded by Frank Bragg, Jr., who grew up learning the values of hard work, honesty, and caring for people, these principles are woven into the fabric of the firm's culture. Bragg Financial understands that working with good, experienced, and ethical professionals is paramount.
The firm's client-centric approach begins with active listening, understanding your goals, and crafting a clear Investment Policy Statement tailored to your financial objectives. They offer transparent quarterly performance reporting and round-the-clock access to the client portal, instilling confidence in your financial planning and investment strategies.
Bragg Financial goes beyond traditional services, offering personalized Family Office Services. They acknowledge the unique nature of each client's financial situation, providing customized solutions to address multifaceted financial, social, and personal aspects of legacy management.
Their fees are reasonable, calculated as a percentage of your portfolio value, starting at less than 1% and declining for larger portfolios. While a $5 million asset minimum is typical, certain exceptions may apply.
Bragg Financial Advisors Inc. stands firm in its commitment to providing expert advice, delivering a high level of personal service, and upholding the principles of hard work, honesty, and care that have defined its legacy for over half a century.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Advisory
- Family Office
- Portfolio Management
More about Bragg Financial Advisors Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 108780 | 14 |
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