Assets Under Management
$18.5M
Number of Clients
14
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)
Graham & Co. Advisory provides personalized investment management to individuals, trusts, estates, corporations, and small businesses. Advice is provided through consultation and includes supervisory services. The firm is fee-only and does not sell commissioned products.
| Assets Under Management | 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.
1700 West Katella Avenue, Second Floor, Orange, CA, 92867-3415