John Osullivan is a registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 24 years of industry experience. John 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
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
Location
4800 Bee Caves Road, Austin, TX, 78746
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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
John is a managing member of several commercial real estate entities (RJ Bee Caves, LLC and SS Overlook) and Per Stirling Group, LLC, each requiring minimal time. He is also a managing member and owner of Per Stirling Private Wealth, spending about 10-20% of his time there, and a registered representative with B.B. Graham & Company. John spends nearly all of his time as a managing member, owner, and investment advisor representative of Per Stirling Capital Management, LLC.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
Previous Registrations
Choice Investments, INC.Broker
Choice Advisory Group, INC.
Direct Capital Securities, INC.Broker
Cach Capital Management, LLC
Choice Advisory Group, INC.
Choice Investments, INC.
Choice Investments, INC.Broker
Lucien, Stirling & Gray Financial CorporationBroker
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.
Exams
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