HENRY BRAGG & CO

+ Henry Bragg & Co. has the authority to deduct our investment advisory fees directly from client accounts. In certain cases, we have the ability to pay third-parties (i.e., CPA, Estate Attorney, Charity) based on standing letters of instruction... At the most basic level, we help clients develop an asset allocation and stick with it while helping them focus on sustainable spending when not earning a salary. For clients in the accumulation phase and those with excess cash from royalty payments and operating businesses; we help them systematically invest excess capital, eliminating cash drag to accelerate compounding. All the while, with a focus on maximizing the after-tax value of client portfolios... + We help portfolio savers and spenders determine a sustainable level of spending and stay close to it when not earning a salary. We also provide guidance on the order of saving and spending based on the various account types available.

Also known as: Henry Bragg

Primary location: Houston United States