R. Hilles Graham (RHG) provides investment advice and manages individually tailored investment portfolios for clients. RHG works with clients to establish investment policies based on their goals, risk tolerance, and financial needs. RHG can manage accounts with or without the client's prior consent for each transaction. RHG also offers consulting services on securities portfolios, estate, retirement, and tax issues.
Assets Under Management$20M
Clients4
AdvisorsN/A
Avg. per Client$4.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and account minimums are negotiable. Discounts may be offered to family members and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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