Graham Guthrie is a registered investment advisor at Eastwind Capital Wealth Management, based in Westerville, OH, with 11 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 324 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastwind Capital Wealth Management charges an annual management fee ranging from 1% to 2.0% for its Specialized Strategic Investment Model. The fee is calculated based on the value of your account at the end of each month and is billed monthly. The minimum to open an account is $50,000, but both the management fees and minimums are negotiable. You will also pay execution costs to Charles Schwab & Co., Inc.
Location
921 Eastwind Drive, Suite 101, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Graham is an attorney and owner of Guthrie Law Office, LLC, focusing on bankruptcy and debt restructuring, dedicating minimal time. He also volunteers with the Westerville Area Chamber of Commerce and works as an apprentice strength coach at Acme Strength, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Eastwind Capital Wealth Management
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations3 states
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