Stash Graham
Stash Graham is a registered investment advisor at Graham Capital Wealth Management, LLC, based in Washington, DC, with 10 years of industry experience. Stash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 710 clients with $250M 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 | 1.75% |
Wealth management fees are up to 1.75% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1701 K St NW, Suite 801, Washington, DC, 20006
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Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Stash has been an independent insurance agent since 2008, spending minimal time on insurance instruments with clients. This activity presents a potential conflict of interest due to commissions.
Employment History
Current Registrations
Graham Capital Wealth Management, LLC
State Registrations3 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.