Jaime Graham is a registered investment advisor at Phil A. Younker & Associates, LTD., based in Fairbanks, AK, with 8 years of industry experience. Jaime 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. Their firm serves 113 clients with $200M 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 | 1.00% |
| $500K+ | 0.80% |
The annual fees are negotiable and do not include the Outside Manager’s fee.
Fee Estimator
Location
Fairbanks, AK
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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 →Employment History
Current Registrations
Phil A. Younker & Associates, LTD.
Previous Registrations
Abridge Partners, LLC
State Registrations2 states
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