Elizabeth Graham is a registered investment advisor at Riggs Asset Management CO INC, based in Dallas, PA, with 13 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $640M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fee above $15,000,000 is negotiable. Clients may bear an additional annual fee rate of 0.30% of the account value per year with a minimum fee of $1,500 per account per year if Riggs engages First Trust Direct Indexing L.P. as a sub advisor.
Fee Estimator
Location
The Grand Highlands, Two Newberry Estates, Dallas, PA, 18612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Riggs Asset Management CO INC
State Registrations1 state
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