Leonard Wyss
Leonard Wyss is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 41 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
1700 W. Katella Ave., Orange, CA, 92867
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1997Customer Dispute
September 1993Other Business Activities
Leonard owns and operates A Better Tax Service, providing income tax preparation services since 1987, dedicating about 10-20% of his time. He also works as a real estate sales agent for Touchdown Real Estate since 2020, spending a few hours per week.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Previous Registrations
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Morgan Peabody, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Buttonwood Securities, INC.Broker
Consolidated Investment Services, INC.Broker
Titan/value Equities Group, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.