Bragg Financial Advisors Inc.
Bragg Financial Advisors Inc. is a well-respected financial firm that provides expert guidance and planning services to help clients achieve their financial goals. The firm has been in operation for over 20 years and has become a trusted partner for individuals and families looking to secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and planning services
- Over 20 years of experience in the industry
- Trusted partner for individuals and families
Facts and Insights
Below are some key facts and insights about Bragg Financial Advisors Inc.:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
Bragg Financial Advisors Inc. offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment planning and portfolio management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Insurance planning and risk management
Client Types
The firm works with a diverse clientele, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
As a fee-based firm, Bragg Financial Advisors Inc. charges a percentage of assets under management as well as hourly or flat fees for certain services. This ensures that their interests are aligned with their clients’ and they are constantly working to help them grow their wealth.
Background
Bragg Financial Advisors Inc. was founded by John Bragg, a financial expert with over 30 years of experience in the industry. He has handpicked a team of highly qualified advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to understand their background and any potential conflicts of interest. Some important disclosures to know about Bragg Financial Advisors Inc. include:
- Registered with the SEC
- No disciplinary actions on record
- No disclosures of any legal or regulatory events