Joel Graham is a registered investment advisor at Graham Financial, based in Shreveport, LA, with 5 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and timing of payment may be negotiable at the sole discretion of the Advisor. For ultra-high-net-worth clients, Graham Financial may charge a flat fee based on total portfolio assets, including assets they manage and assets they advise on.
Fee Estimator
Location
Shreveport, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joel is a full-time pastor at Norris Ferry Community Church. This activity is non-investment related.
Employment History
Current Registrations
Graham Financial
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.