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Gordana Schifanelli

B.B. Graham & Company, INC.
26 Years of Experience
Stevensville, MD
1 DisclosureBroker
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Gordana Schifanelli is a registered investment advisor at B.B. Graham & Company, INC., based in Stevensville, MD, with 26 years of industry experience. Gordana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.

B.B. Graham & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
427 clients
Average Client Portfolio
$753K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stevensville, MD

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2015
Final
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Other Business Activities

Gordana is a Managing Director at Schifanelli & Associates, LLC, and President & CEO of Allsource Financial Management, LLC/ Allsource Wealth Management. She also works as a professor at the Naval Academy/New Wave People, Inc. for about 10-20% of her time and dedicates a few hours per week to campaigning as a political candidate for Lt. Governor of Maryland.

Employment History
Current Registrations
B.B. Graham & Company, INC.
October 2025 - Present · 1 yr
B.B. Graham & Company, INC.Broker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Allsource Wealth Management, LLC
June 2015 - December 2025 · 10 yrs 6 mos
Allsource Financial Management, LLC
June 2011 - December 2014 · 3 yrs 6 mos
B.B. Graham & Company, INC.Broker
May 2011 - May 2011 · 0 mos
RBC Capital Markets, LLC
January 2010 - June 2011 · 1 yr 5 mos
RBC Capital Markets, LLCBroker
January 2010 - June 2011 · 1 yr 5 mos
Wells Fargo Advisors, LLC
February 2009 - January 2010 · 11 mos
Wells Fargo Advisors, LLCBroker
February 2009 - January 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2000 - March 2009 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - March 2009 · 9 yrs 1 mo
State Registrations2 states
COMD
AdvisorBrokerBoth

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.
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