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Make Good Decisions

Make Good Decisions

Contact Us

1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261

1031 South Caldwell Street

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Bragg Account Access

Access your investments online. Take advantage of instant access to your portfolio holdings, account activity and balances, as well as account and tax statements.

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Statements & Confirmations

Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
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Annual Reports & Proxies

click here to submit a request to receive your annual reports and proxies by e-mail.

Typical Clients, Fees and Minimums

Normally, Bragg Financial Advisors is compensated through advisory fees that are charged as a percentage of your account. Our advisory fees are described in detail in our ADV Part II which is available upon request. Bragg does charge a minimum fee for client relationships. Clients considering working with Bragg normally should plan to invest $2,000,000 or more for our fee structure to make sense economically. There are exceptions to this and we encourage you to discuss your situation with us to determine if we would be a good fit for your planning and investing needs.