Graham Financial offers investment advice to individuals, high net worth individuals, ultra high net worth families, trusts, estates, and small businesses. Graham Financial provides customized investment solutions through personal contact and discretionary investment management. The firm also offers financial planning and consulting services, including investment, estate, tax, and retirement planning.
Assets Under Management$5.3M
Clients3
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$5.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and timing of payment may be negotiable at the sole discretion of the Advisor. For ultra-high-net-worth clients, Graham Financial may charge a flat fee based on total portfolio assets, including assets they manage and assets they advise on.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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