Graff Financial offers investment management services and financial planning consultations. Financial planning covers areas like net worth, investments, tax planning, retirement, insurance, estate planning, and education funding. Investment advice is provided as part of the financial plan, but implementation is at the client's discretion. Graff Financial manages investments primarily in mutual funds and exchange-traded funds.
Assets Under Management$88M
Clients44
Advisors1
Avg. per Client$2M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Such fees are determined at the Advisor’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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