Michael Graham
Michael Graham is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Cedarville, OH, with 29 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B 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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
Cedarville, OH
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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
Michael works as a financial consultant at John Graham and Associates, dedicating full-time hours to this role. He also engages in property management/real estate, serves on the board of Princeville State Bank, co-owns a farm, is a board member of the Peoria Riverfront Museum Foundation, and owns MGP FC LLC.
Employment History
Current Registrations
Midwestern Securities Trading Company, LLC
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
Previous Registrations
Birchtree Financial Services, INC.Broker
State Registrations37 states
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