B.B. Graham & Company, INC.
Assets Under Management
$196.1M
Number of Clients
303
Number of Advisors
51
Average Client AUM
$647K
AUM per Advisor
$3.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
B.B. Graham & Co. offers personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. Services include asset management, financial planning, and employer-sponsored retirement plan consulting. They may use third-party asset managers (TPAMs).
Fee Structure
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.
Areas of Practice
Location
1700 W. Katella Ave., Orange, CA, 92867