Joshua Graham is a CFA-designated registered investment advisor at Westview Investment Advisors, based in Burlington, VT. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 165 clients with $230M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. Clients with $1,000,000 or more in assets under management are eligible to receive financial planning and consulting services for no additional fee.
Fee Estimator
Location
118 Pine St., Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westview Investment Advisors
State Registrations1 state
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