Brogan Financial
Assets Under Management
$533.3M
Number of Clients
761
Number of Advisors
5
Average Client AUM
$701K
AUM per Advisor
$106.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brogan Financial offers investment advisory services including financial planning, asset allocation, and investment management. Services are tailored to client objectives, risk profile, and financial status. They prepare financial plans covering budgeting, debt management, estate planning, retirement planning, and investment planning.
Fee Structure
Fees are calculated based on the average daily balance in a client's account for the quarter, net of cash, brokered CDs, and individual investment-grade bonds, and can be up to 2.00% annually. The actual fee is negotiable and based on investment strategies, assets under management, and time devoted to the account. Financial planning and portfolio management services can be offered for a flat fee or at a rate of $300.00 per hour, based on the complexity of the client's situation.
Areas of Practice
Location
2160 Lakeside Centre Way, Suite 102, Knoxville, TN, 37922