Griffin Graves is a CFP-designated registered investment advisor at Filigree Wealth Advisors, LLC, based in Irvine, CA, with 5 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 42 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for investment management will not exceed 0.90%. Fees are billed quarterly based on the average daily value of your account. Fees are negotiable and deducted from client accounts. If you use a third-party investment manager, you'll be charged a separate fee by them, but the combined annual fee from Filigree Wealth Advisors and the third-party manager will not exceed 1.5%.
Location
530 Technology Drive, Ste 100, Irvine, CA, 92618
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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
Filigree Wealth Advisors, LLC
Previous Registrations
Congress Wealth Management LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.