Roger Graham
Roger Graham is a registered investment advisor at Braintrust Capital, LLC, based in San Antonio, TX, with 14 years of industry experience. Roger 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 7 more. Their firm serves 65 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Braintrust Capital offers asset management and comprehensive portfolio management services. The maximum annual fee is 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. For royalty interests, fees are billed quarterly in arrears.
Location
17806 Ih 10 West, Suite 300, San Antonio, TX, 78257
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Regulatory History (1)
Employment Separation After Allegations
February 2022Employment History
Current Registrations
Braintrust Capital, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
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.