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Diepriye Briggs

Advisor at Gramel Capital Management LLC

Updated today
Gramel Capital Management LLC logo

Firm

Gramel Capital Management LLC

Location

Owings Mills, MD

Credentials

Series 66

Industry experience

18 years

About

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Gramel Capital Management since 2008, with prior experience at Ameriprise Financial Services, Inc. and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm’s approach focuses on fundamental security analysis and a generally conservative strategy tailored to each client’s financial situation, risk tolerance, and time horizon.

Client services

Based on Gramel Capital Management LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Gramel Capital Management LLC

General tax planning Wealth management Passive / index investing

Fee options

Fixed

Written financial plans range from $500 to $2,000 depending on complexity

Percentage

$0 - $500,000: 2% $500,000 - $1,000,000: 1% $1,000,000+: Negotiable

Project-based

Up to $200/hour

Other

Fee-only: Hourly fee up to $200/hour; Written financial plan fees $500 to $2,000

Location

Owings Mills, MD

Most active in

Maryland

Work history

Gramel Capital Mgt, LLC

2008 - Present (18 years)

Ameriprise Financial Services, inc.

2006 - Present (20 years)

OGR Investment & Trust Co Ltd

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement
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Daryan L

CFP®, Series 63

Glyndon, MD

Lenz Integrity Financial

Active portfolio management
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

Options & derivatives strategies Active portfolio management
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Gabriel T

PFS™, Series 66

Baltimore, MD

Trasatti Wealth Planning, LLC

General retirement planning College savings (529s, UTMA, etc.)
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Jeffery H

Series 66

Gwynn Oak, MD

Investream

Options & derivatives strategies Real estate investing
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Andrew D

Series 65, Series 66

Baltimore, MD

Schiff Wealth Advisors, LLC

Passive / index investing Real estate investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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