How does the advisor help clients – Key Takeaways:
BRAY CAPITAL GROUP LLC is a premier financial advisory firm that offers a wide range of services to its clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to providing personalized financial solutions that cater to the unique needs and goals of each client.
- Provides financial expertise and guidance to clients
- Offers a variety of services to address clients’ financial needs
- Has a team of experienced and knowledgeable advisors
- Dedicated to providing personalized financial solutions
Facts and Insights
Founded in 2005, BRAY CAPITAL GROUP LLC has over 15 years of experience in the financial industry. The firm’s success can be attributed to its commitment to providing exceptional service, personalized advice, and objective recommendations. As a result, the firm has established a solid reputation in the industry and has a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of 2021) |
|---|---|
| Number of Advisors | 30+ |
| Time in Business | Over 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance
- Education planning
Client Types
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
BRAY CAPITAL GROUP LLC follows a fee-only compensation structure, which means that the firm earns its revenue solely from client fees. This structure eliminates any conflicts of interest and ensures that the firm always acts in the best interest of its clients. The fees charged by the firm are based on a percentage of the client’s assets under management.
Background
BRAY CAPITAL GROUP LLC was founded by John Bray, who has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a Master’s degree in Finance. John is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors. He has built a team of advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRAY CAPITAL GROUP LLC is required to disclose any potential conflicts of interest, material facts, or any disciplinary actions taken against the firm or its advisors. These disclosures can be found on the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC). Clients are encouraged to review these disclosures before engaging the services of the firm.