Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For Specialized Strategic Investment Model accounts, the firm charges an annualized management fee ranging from 1% to 2.0%, billed monthly in arrears, based on the account asset value. The minimum to open an account is $50,000, and management fees and minimums are negotiable. Financial consulting services are offered for a negotiable fee of $200 per hour.
Areas of Practice
Advisor Information
Office location
921 Eastwind Drive, Suite 101, Westerville, OH, 43081
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Graham is an attorney and owner of Guthrie Law Office, LLC, focusing on bankruptcy and debt restructuring, dedicating minimal time. He also volunteers with the Westerville Area Chamber of Commerce and works as an apprentice strength coach at Acme Strength, LLC, spending about 10-20% of his time on this activity.