Graham Bailey is a registered investment advisor at 755 Financial, based in Woodstock, GA, with 8 years of industry experience. Graham is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are charged quarterly in arrears. 755 Financial has the sole discretion to negotiate lower fees or waive them.
Fee Estimator
Location
330 Creekstone Ridge, Woodstock, GA, 30188
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 ActivitiesSells Insurance
Graham is involved with 755 Financial as an insurance agency, selling various insurance products including life, health, disability, long-term care, and fixed annuities, dedicating a few hours per week. He also uses 755 Financial as a DBA for LPL business, spending nearly full-time on this activity, and is involved with mortgage/real estate services through 755 Financial LLC, spending minimal time on it. Graham also has 755 Holdings, LLC for tax/investment purposes.
Employment History
Current Registrations
755 Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 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.
Exams
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