Karl Graf is a CFP, PFS-designated registered investment advisor at Modera Wealth Management, LLC, based in Charlotte, NC, with 18 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Contact
Karl Graf
Location
6101 Carnegie Blvd, Suite 220, Charlotte, NC, 28209
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Graf Financial Advisors, LLC
State Registrations2 states
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.
Exams
Additional Information
Karl is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and holds the CERTIFIED FINANCIAL PLANNER™ certification with broad experience in financial counselling and wealth management services. He has been certified by various courts as a financial expert and has provided such testimony in court on several occasions. In addition, he has been published on various personal financial planning issues and has been a frequent speaker on financial planning issues. Karl has been interviewed on national and local television, including CNN’s “Your Money.”