B.B. Graham & Co. offers personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. Services are provided through consultations with investment advisor representatives and may include portfolio management. B.B. Graham & Co. may offer discretionary or non-discretionary services to help clients determine suitability, investment objectives, goals, time horizons, and risk tolerances.
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.