Alan Graff is a registered investment advisor at Opal Capital LLC, based in Boca Raton, FL, with 7 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $140M 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 $100K | 0.60% |
| $100K - $500K | 0.55% |
| $500K+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
5200 Town Center Circle, Suite 305, Boca Raton, FL, 33486
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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 →Other Business Activities
Alan serves as manager for ATG Management LLC, a holding company that owns a business use aircraft. He dedicates about 10-20% of his time to this activity. He is also an investment adviser representative for Opal Capital and Titleist Asset Management, LLC since March 2023.
Employment History
Current Registrations
Opal Capital LLC
Previous Registrations
Titleist Asset Management, LLC
Titleist Asset Management, LTD.
Titleist Asset Management, LTD.
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.