Updated October 23, 2023
Avatar

Bragg Financial Advisors Inc.

Investment Advisor Firm
Total assets under management$2.8B
Years in business60+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Advisory
  2. Family Office
  3. Portfolio Management

More about Bragg Financial Advisors Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10878014

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bragg Financial Advisors Inc..

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bragg Financial Advisors Inc..

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ