Michael Moore
Michael Moore is a CFP-designated registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 9 years of industry experience. Michael 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
4900 Spicewood Springs Road, Suite 300, Austin, TX, 78759
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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 ActivitiesSells Insurance
Michael sells and services fixed insurance products, dedicating minimal time to this activity. He is also a registered representative with B.B. Graham & Company since 2017 and an operations specialist/investment advisor representative with Per Stirling Capital Management since 2017, providing investment management services.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
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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