Randall Graham
Randall Graham is a CFP-designated registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 20 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 707 clients with $2.2B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis. Variable annuities are charged an annual fee of 0.50% to 1.00%.
Fee Estimator
Location
383 Marshall Avenue, St. Louis, MO, 63119
Get directionsHistory
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 ActivitiesSells Insurance
Randall is a licensed insurance representative of Detalus Insurance Services, LLC, and may receive compensation for recommending insurance products. He is also a member/owner of Manchester Holdings, which does not provide investment-related services.
Employment History
Current Registrations
Detalus Advisors, LLC
Previous Registrations
Detalus Securities, LLCBroker
State Registrations2 states
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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