Henry Bragg & Co.

Henry Bragg & Co. is a registered investment adviser based in Houston, TX, established in November 2020. The firm offers discretionary portfolio advisory services, requiring clients to grant discretionary authority for account management. Investment advice is tailored to meet clients' needs and objectives, with a focus on diversified portfolios using institutional style-specific mutual funds and ETFs. The firm also provides Qualified Plan Services for pension, profit sharing, and 401(k) plans, along with Trusted Advisor Services for ultra-high-net-worth clients. Additionally, they offer Financial Review Services and customized portfolios based on client goals. The annual fee for portfolio advisory services is up to 1.25% of assets under management, billed quarterly. The firm primarily invests in DFA funds and may use other advisers if deemed appropriate. Clients are recommended to use Charles Schwab & Co., Inc. as the custodian, with trades executed through Schwab to seek best execution. The firm does not accept performance-based fees, and clients have the option to grant investment discretion. Henry Bragg & Co. does not vote proxies on behalf of clients and does not have any financial impairments affecting its ability to meet commitments.