Graham Mull is a CFP-designated registered investment advisor at Foundation Wealth & Tax Advisors, LLC, based in Charlotte, NC, with 15 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 79 clients with $49M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be as high as 1.5% when tactical capital preservation investment strategies are implemented where trading is more frequent. Total fee is based on the weighted percentage of assets in each tranche.
Fee Estimator
Contact
Graham Mull
Location
Charlotte, NC
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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
Foundation Wealth & Tax Advisors, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 states
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