Graham Bordelon offers investment management, financial planning, and business consulting. Investment management is provided either directly or through Osaic Wealth, using asset allocation planning software. Financial planning includes advice on tax matters, employee benefits, life insurance, disability insurance, and budgeting. They consider your financial situation, risk tolerance, and investment objectives when managing your investments.
Assets Under Management$380M
Clients163
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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