Graham Capital Wealth Management offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and corporations. Graham creates customized investment strategies using ETFs, bonds, mutual funds, and individual stocks. Financial planning services cover investment, retirement, education savings, and insurance needs. Graham may refer clients to accountants, attorneys, or other specialists.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Wealth management fees are up to 1.75% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.