Graham & Co. Advisory provides personalized investment management to individuals, trusts, estates, corporations, and small businesses. Graham Advisory provides investment advice through consultations for RBC Correspondent Services Accounts. All accounts are monitored effectively in the aggregate on a regular basis. Graham Advisory is affiliated with a broker-dealer, B. B. Graham & Co., and clients are obligated to use their brokerage services.
Assets Under Management$18M
Clients14
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 3.00% |
| $50K - $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.25% |
| $2M+ | 2.00% |
Fees may be negotiable at the adviser's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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