Graham, Bordelon, Golson & Gilbert, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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 ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm