RG
CFP
RG
CFP

Randall Talbott Graham

19 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M

Fee Structure

Minimum Investment:$2.5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Adviser may waive or reduce the Program Fee for certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

383 Marshall Avenue, St. Louis, MO, 63119

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History

Regulatory History
Clean regulatory record

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 →
Other Business ActivitiesSells Insurance

Randall is a licensed insurance representative of Detalus Insurance Services, LLC, and may receive compensation for recommending insurance products. He is also a member/owner of Manchester Holdings, which does not provide investment-related services.

Employment History
Current Registrations
Detalus Advisors, LLC
November 2006 - Present · 19 yrs 3 mos
Previous Registrations
Detalus Securities, LLCBroker
August 2006 - October 2020 · 14 yrs 2 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.