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
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.
| 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.
2401 Tower Drive, Monroe, LA, 71201