Bray Capital Advisors, LLC
Assets Under Management
$413.4M
Number of Clients
80
Number of Advisors
N/A
Average Client AUM
$5.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bray Capital Advisors provides customized, fee-only wealth management services to high-net-worth individuals and their families. Services include investment management, tax compliance and consulting, estate and succession planning, fiduciary planning and consulting, and personal financial planning. Portfolios are managed on a discretionary basis using individual stocks, bonds, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees negotiable on a client-by-client basis.
Fee Estimator
The annual fee for wealth management services is based on a percentage of assets under management. For the first $2,000,000, the fee is 1.25%. For assets between $2,000,001 and $5,000,000, the fee is 1.00%. For assets between $5,000,001 and $10,000,000, the fee is 0.75%. For assets over $10,000,000, the fee is 0.50%. Fees are prorated and paid quarterly in advance. The firm may modify fees, including minimum account size requirements, in its sole discretion on a client-by-client basis.
Areas of Practice
Location
9115 Corsea Del Fontana Way, Suite 200, Naples, FL, 34109