Graham Niles is a registered investment advisor at Niles Asset Management, INC, based in Brushton, NY, with 1 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 233 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Niles Asset Management may manage your investments as part of an advisory service agreement or an investment management agreement. The annual fee is 1.25% of equity/balanced investments and 1% of fixed income investments. These fees are negotiable. There is a minimum account size of $100,000, which equates to a $1,250 annual fee. If an account falls below $10,000, the minimum annual fee of 1.25% is still charged.
Location
Brushton, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Niles Asset Management, INC
State Registrations1 state
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