Kevin Graham is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in Chicago, IL, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
181 W. Madison Street, Chicago, IL, 60602
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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
Cibc Private Wealth Advisors, INC.
Previous Registrations
Lbmz Securities, INC.Broker
Zacks Investment Management, INC.
Sentinus, LLC
Halo Securities, LLCBroker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Lbmz Securities, INC.Broker
Zacks Investment Management, INC.
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.