Taylor Peterson is a CFP-designated registered investment advisor at B.B. Graham & Company, INC., based in Austin, TX, with 11 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
4800 Bee Caves Road, Austin, TX, 78746
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 Activities
Taylor is a registered representative with B. B. Graham & Co, Inc. since 2021. Taylor also works as a compliance specialist/investment advisor representative for Per Stirling Capital Management, LLC since 2021.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
Previous Registrations
G.F. Investment Services, LLCBroker
Richard W. Paul & Associates, LLC
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
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.