How does the advisor help clients – Key Takeaways:
Graham Partners is a financial advisory firm that prides itself on its ability to provide top-notch financial expertise to its clients. With a team of experienced and knowledgeable advisors, Graham Partners is able to offer a wide range of financial services to meet the unique needs of each client. Through their personalized and client-centered approach, Graham Partners is able to assist clients in achieving their financial goals and objectives.
Facts and Insights
- Founded in 1990, Graham Partners has over 30 years of experience in the financial industry.
- The firm currently has over $5 billion in assets under management.
- Graham Partners has a team of over 50 financial advisors who are dedicated to providing top-notch service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 30 years |
Financial Services Offered
Graham Partners offers a wide range of financial services to assist clients with their financial needs. These services include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
Graham Partners works with a diverse range of clients, including:
- High-net-worth individuals and families
- Small businesses
- Closely-held businesses
- Corporate executives
- Non-profit organizations
Fees & Compensation
Graham Partners charges a fee based on a percentage of assets under management. This fee structure aligns the advisor’s interests with those of the client, as the advisor’s compensation is directly linked to the performance of the client’s portfolio. The firm also offers hourly and flat fee options for certain services. Graham Partners is committed to transparent and fair compensation practices, and clients can expect a thorough explanation of all fees and charges before engaging the firm’s services.
Background
Graham Partners was founded by John Graham in 1990 with the mission of providing exceptional financial advisory services to individuals and businesses. With over 30 years of experience in the industry, John and his team have built a reputation for providing sound financial advice and achieving successful outcomes for their clients. Graham Partners is committed to staying up-to-date with the latest market trends and investing strategies in order to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Graham Partners is required to disclose certain information to clients and potential clients. This includes any conflicts of interest that may arise, how the firm is compensated, and any legal or disciplinary actions that have been taken against the firm or its advisors. Clients can trust that Graham Partners is committed to transparency and ethical practices when it comes to managing their finances.