Advisor at Graf Financial, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Graf Financial, L.L.C.
Location
Baton Rouge, LA 70808
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.
Based on Graf Financial, L.L.C.
Based on Graf Financial, L.L.C.
$0 - $1,000,000: 1.00% annually (Equity Only Account) $1,000,001 - $5,000,000: 0.75% annually (Equity Only Account) $5,000,001+: 0.50% annually (Equity Only Account) $0 - $1,000,000: 0.90% annually (Balanced Account) $1,000,001 - $5,000,000: 0.70% annually (Balanced Account) $5,000,001+: 0.50% annually (Balanced Account) $0 - $1,000,000: 0.65% annually (Fixed Only Account) $1,000,001 - $5,000,000: 0.55% annually (Fixed Only Account) $5,000,001+: 0.45% annually (Fixed Only Account)
$200 per hour (Financial Planning and Investment Consulting Services)
Account minimum: $250,000 Fee-only: $200 per hour (Financial Planning and Investment Consulting Services)
2161 Quail Run Drive, Suite C
Baton Rouge, LA 70808
Louisiana · Mississippi · Texas
Graf Financial, L.L.C.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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