Graham Wealth Management (GWM) provides ongoing portfolio management based on individual client goals and risk tolerance. GWM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. GWM generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$3.5M
Clients33
Advisors1
Avg. per Client$110K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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