Graf Financial, LLC is a registered investment advisor with a focus on creating value in your portfolio. We build custom portfolios that meet your long-term financial goals and provide transparent, independent, objective wealth management services.
Tailored to Your Needs
Each portfolio is designed with individual client needs in mind. Your interests, risk tolerance, and a variety of other factors are considered before the investment decision is made. With the security of knowing that your unique needs have been accounted for, you can have peace of mind.
Easy to Understand
We want you to understand where your money is. If there is any confusion about a decision, we will work with you to increase your understanding of investments and further explore the issue at hand.
No Surprise Fees
Graf Financial, LLC uses a fee-based billing structure based on the assets under management and your portfolio's asset allocation. We do not charge for each transaction, and we send detailed billing statements every quarter so that you are never left in the dark.
Today, more than ever, it is important that you have a crystal-clear picture of your investments. We are dedicated to using independent and objective analysis to provide transparent financial consulting and investment management services which are uniquely customized to meet the personalized needs of individuals, retirement plans, corporations and trusts. These strategies have not only historically produced significant returns, they also add considerable value to our clients' portfolios. In addition to building these custom portfolios, we work with you to increase your understanding of investments and implement the strategies that make the most sense for your situation.
Graf Financial is a registered investment advisor that is compensated by management fees based on the value of the investments under management. Unlike many financial advisors, we are not compensated through commission-based transactions. Our method of compensation eliminates any incentives to trade excessively or invest more often than is prudent for your financial situation. Our approach is entirely client-centered, from asset allocation to billing.
Graf Financial LLC is a Registered Investment Advisor with its principal place of business in the State of Louisiana. Graf Financial is registered in Louisiana and Texas. Graf Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by Graf Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.