Graf Financial offers investment management, financial planning, and investment consulting services. They work with individuals, trusts, retirement plans, corporations, and other institutions. Graf Financial helps clients with retirement planning, tax planning, estate planning, insurance, divorce, and college planning. They manage investments in stocks, bonds, mutual funds, and other securities, and monitor portfolios regularly.
Assets Under Management$79M
Clients75
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule may be adjusted depending on the amount and type of account, and the services required. Negotiation of fees may result in different fees being charged for similar services and may be less than the stated fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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