Gordana Schifanelli
Gordana Schifanelli is a registered investment advisor at B.B. Graham & Company, INC., based in Orange, CA, with 26 years of industry experience. Gordana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
1700 W Katella Ave, Orange, CA, 92867
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Regulatory History (1)
Regulatory
June 2015Other Business Activities
Gordana is a Managing Director at Schifanelli & Associates, LLC, and President & CEO of Allsource Financial Management, LLC/ Allsource Wealth Management. She also works as a professor at the Naval Academy/New Wave People, Inc. for about 10-20% of her time and dedicates a few hours per week to campaigning as a political candidate for Lt. Governor of Maryland.
Employment History
Current Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Previous Registrations
Allsource Wealth Management, LLC
Allsource Financial Management, LLC
B.B. Graham & Company, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.