Steven Graham is a registered investment advisor at Allied Portfolio Management, INC., based in Tucson, AZ, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 140 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allied Portfolio Management manages your investments for an annual fee ranging from 0.5% to 1.5% of the value of your portfolio. The specific fee depends on the size and complexity of your account. APM bills its fees at the beginning of each quarter. Fees are directly debited from your account with your written authorization. If you start or end your account during a quarter, the fee will be adjusted accordingly. You'll also pay brokerage commissions, transaction fees, and other related costs.
Location
5987 E. Grant Road, Tucson, AZ, 85712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Allied Portfolio Management, INC.
Previous Registrations
Allied Portfolio Management, INC.
State Registrations1 state
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