Jerome Graham is a registered investment advisor at Syndicated Capital, INC., based in Doylestown, PA, with 35 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 393 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with the advisors.
Fee Estimator
Location
103 Hyde Park, Doylestown, PA, 18902
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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.
Learn about disclosures →Other Business Activities
Jerome is the president of Graham Financial Services. He spends about 10-20% of his time on this activity during trading hours.
Employment History
Current Registrations
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
Previous Registrations
Basil Investment CorporationBroker
State Registrations9 states
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