Brian Graham
Brian Graham is a ChFC-designated registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Kensington, MD, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,094 clients with $31B 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 $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Schedule reflects Large Cap Core Equity standard fees. Other asset classes have different fee schedules ranging from 0.25% to 1.00%. Platform program fees range from 0.33% to 0.80% based on account type and household size.
Fee Estimator
Location
3807 Calvert Place, Kensington, MD, 20895
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
Brian is a field agent for Knights of Columbus Insurance since 2011, selling life insurance, annuities, long-term care insurance, and disability insurance. This activity takes nearly full-time hours.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
State Registrations2 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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