Don Graeter is a registered investment advisor at Graeter Wealth Advisors, LLC, based in Louisville, KY, with 21 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 85 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Graeter Wealth Advisors offers two investment management options with fees based on a percentage of your portfolio's value. The fees are billed quarterly in advance.
Asset Management:
- First $250,000: 2.00% per year
- Next $250,000: 1.75% per year
- Next $500,000: 1.50% per year
- Next $4,000,000: 1.25% per year
- Next $5,000,000: 1.00% per year
- Over $10,000,000: Negotiable
Comprehensive Portfolio Management:
- First $250,000: 2.15% per year
- Next $250,000: 1.90% per year
- Next $500,000: 1.65% per year
- Next $4,000,000: 1.40% per year
- Next $5,000,000: 1.15% per year
- Over $10,000,000: Negotiable
Location
4360 Brownsboro Road, Suite 211, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Don is a professor at Bellarmine University during the Spring Semester. This activity takes about 10-20% of his time during those months.
Employment History
Current Registrations
Graeter Wealth Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Hilliard Lyons Asset Management
State Registrations1 state
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