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Asa Graves is a registered investment advisor at Graves Light Lenhart, based in Harrisonburg, VA, with 58 years of industry experience. Asa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 408 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
408 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$2.5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $12.5M | 0.50% |
| $12.5M+ | 0.35% |
GLL may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
100 South Mason Street, Suite C, Harrisonburg, VA, 22801
Get directionsHistory
Regulatory History (1)
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Regulatory
January 1979Final
Employment History
Current Registrations
Graves Light Lenhart
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - September 2018 · 18 yrs 11 mos
Wells Fargo Clearing Services, LLC
January 1991 - September 2018 · 27 yrs 8 mos
First Union Capital Markets CORP.Broker
December 1971 - October 1999 · 27 yrs 10 mos
Branch Cabell and COBroker
March 1968 - March 1972 · 4 yrs
State Registrations2 states
TXVA
Advisor
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.
Exams
No exam information available for this advisor.