Jay Graham
Jay Graham is a registered investment advisor at Acrylic Financial, INC., based in Amarillo, TX, with 9 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
4082 Business Park Dr., Amarillo, TX, 79110
Get directionsHistory
Regulatory History (1)
Financial
February 2021Other Business ActivitiesSells Insurance
Jay is an agent and owner of Retirement Security Advisors, selling life insurance and annuities since 2008. This takes more than full-time hours, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
Foundations Investment Advisors LLC
Horter Investment Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.