Anil Kumar Madhyanam

B.B. Graham & Company, INC.

7 Years of Experience

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Firm Information

B.B. Graham & Company, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

51 advisors

Number of Clients

303 clients

Average Client Portfolio

$647K average

Assets Under Management

$196.1M

Fee Structure

Minimum Investment:$50K

Hourly Rate:$50/hr

Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Advisor Information

Office location

5055 Canyon Crest Dr, Ste 107, Riverside, CA, 92507

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Regulatory History

Clean regulatory record

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.