Graham, Bordelon, Golson & Gilbert, INC.
Assets Under Management
$375.0M
Number of Clients
163
Number of Advisors
4
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$93.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Location
2401 Tower Drive, Monroe, LA, 71201