Graham & Co. Advisory is a registered investment advisor founded in 2000 and based in Orange, California. The firm provides personalized investment management and supervisory services tailored to each client's specific financial objectives, risk tolerance, and time horizon. Graham & Co. Advisory operates on a fee-only basis for its advisory services and does not sell commissioned products such as insurance or annuities. Clients must use the firm's affiliated broker-dealer, B. B. Graham & Co., to execute trades and hold accounts through a clearing firm. The firm specializes in managing portfolios containing equities, debt instruments, mutual funds, and derivatives on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 3.00% |
| $50K - $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.25% |
| $2M+ | 2.00% |
Fees may be negotiable at the adviser's discretion based on account size and complexity. The initial 3% fee is higher than typical industry averages.