FEE BASED SOLUTIONS

B.B. Graham & Co., leveraging our relationship with RBC Correspondent Services, provides attractive wealth management options along with the tools you need to navigate the fee-based landscape and grow your business. Our solutions include:

• Turn-key offerings
• Variety of 3rd party money managers
• Wrap account offering a full range of investment products and services
• Large number of “No Transaction Fee” mutual funds
• Unbundled, or a la carte, fee based program
• State-of-the-art technology suite
• Independent RIA - Possible