Bragg Financial Advisors Inc

Bragg Financial Advisors Inc

Charlotte, North Carolina

Bragg Financial Advisors Inc, based out of Charlotte, NC, is a highly reputable investment advisory firm with a team of 31 dedicated professionals. Among them, 14 advisors specialize in providing top-notch investment advisory services to a diverse range of clients. With an impressive average of approximately $257,610,000 in assets under management per investment advisor, Bragg Financial Advisors Inc surpasses the industry average, reflecting their exceptional expertise. Catering to over 880 individual clients, the firm oversees an impressive portfolio totaling over $2,798,666,000 in assets under management. Primarily focusing on ...see more

Assets Under Mgmt

$2.8B

Investment Professionals

14

Locations

0

% 401K & Individual

10%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Other Business Activities

  • Insurance broker or agent

Reviews for Bragg Financial Advisors Inc

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