How does the advisor help clients – Key Takeaways:
Graham & Walker LLC is a financial advisory firm that specializes in providing expert advice to clients in managing their finances. The firm prides itself on its team of experienced and knowledgeable advisors who help clients achieve their financial goals.
Facts and Insights
Graham & Walker LLC was founded in 2005 and currently has a team of 20 advisors. The firm’s assets under management amount to $500 million. This reflects the firm’s success in managing clients’ funds and achieving profitable returns for them.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 20 | $500 million |
Financial Services Offered
Graham & Walker LLC offers a wide range of financial services to its clients. These include financial planning, investment management, retirement planning, risk management, and tax planning. The firm’s advisors work closely with clients to create personalized financial plans that cater to their individual needs and goals.
Client Types
The firm caters to both individual and institutional clients. Individual clients include high net worth individuals, professionals, retirees, and business owners. Institutional clients include corporations, non-profit organizations, and government entities. The firm’s diverse client base showcases its ability to provide customized services to clients from different backgrounds.
Fees & Compensation
Graham & Walker LLC charges its clients a fee based on a percentage of their assets under management. This fee structure aligns the firm’s interests with those of its clients, as the advisors’ compensation is directly tied to the performance of clients’ investments.
Background
The founders of Graham & Walker LLC, John Graham and Sarah Walker, have over 30 years of combined experience in the financial industry. They established the firm with the goal of providing trusted and comprehensive financial advisory services to clients. The firm has since grown to become a reputable player in the industry due to its commitment to client satisfaction and success.
Financial Advisor Disclosures to Know
Graham & Walker LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm is regulated and held to certain fiduciary standards, ensuring that clients’ best interests are always prioritized. The firm also has a clean record with no disciplinary actions or legal issues.