Robert Graham is a CFP-designated registered investment advisor at Waddell & Associates, LLC, based in Memphis, TN, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,022 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.33% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $8.0M | 0.60% |
| $8.0M - $20.0M | 0.50% |
| $20M+ | 0.20% |
Fee Estimator
Location
5188 Wheelis Drive, Memphis, TN, 38117
Get directionsHistory
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
Waddell & Associates, LLC
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.