B.B. Graham & Co. is a registered investment advisor offering personalized investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and small businesses. Founded in 1997 and based in Orange, California, B.B. Graham & Co. helps clients manage their portfolios through direct account supervision and third-party programs. The firm assists clients with determining their financial goals, risk tolerances, and asset allocation strategies, and can operate on a discretionary or non-discretionary basis. In addition to investment management, B.B. Graham & Co. provides financial planning advice covering taxation, estate matters, and overall financial affairs. The firm also offers consulting services for employer-sponsored retirement plans such as 401(k)s and profit-sharing plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.