Graham & CO. Advisory, INC.
Assets Under Management
$18.5M
Number of Clients
14
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)
About This Firm
Graham & Co. Advisory provides personalized investment management to individuals, trusts, estates, corporations, and small businesses. Advice is provided through consultation and includes supervisory services. The firm is strictly fee-only and does not sell commissioned products, but is affiliated with an entity that does.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 3.00% |
| $50K - $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.25% |
| $2M+ | 2.00% |
Fees may be negotiable at the adviser's discretion.
Fee Estimator
Graham Advisory's fees are based on a percentage of assets under management. The annual fee schedule is: < $50,000: 3% (0.75% per quarter), $50,000 to $250,000: 2.75% (0.6875% per quarter), $250,001 to $1,000,000: 2.50% (0.6250% per quarter), $1,000,001 to $2,000,000: 2.25% (0.5625% per quarter), $2,000,001 and up: 2.00% (0.500% per quarter). Fees are assessed pro-rata in advance for the balance of the current quarter. All fees may be negotiable at the adviser's discretion. The firm recommends a minimum portfolio of $50,000 to open an investment supervisory account.
Areas of Practice
Location
1700 West Katella Avenue, Second Floor, Orange, CA, 92867-3415