Gerald Graves
Gerald Graves is a registered investment advisor at Filigree Wealth Advisors, LLC, based in Laguna Niguel, CA, with 18 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 42 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for investment management will not exceed 0.90%. Fees are billed quarterly based on the average daily value of your account. Fees are negotiable and deducted from client accounts. If you use a third-party investment manager, you'll be charged a separate fee by them, but the combined annual fee from Filigree Wealth Advisors and the third-party manager will not exceed 1.5%.
Location
Laguna Niguel, CA
Get directionsHistory
Regulatory History (1)
Criminal
May 1981Employment History
Current Registrations
Filigree Wealth Advisors, LLC
Previous Registrations
Congress Wealth Management LLC
Congress Wealth Management LLC
Boston Private Wealth
Filigree Advisors
M Financial Asset Management, INC.
State Registrations1 state
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.