Michael
Berkhahn
Graham Capital Wealth Management, LLC
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About this Advisor
Michael Berkhahn is a financial advisor working in Washington, District Of Columbia with a total of 7 years of industry experience. Berkhahn is an advisor for Graham Capital Wealth Management, LLC. During their career, Berkhahn has held roles at Citigroup Inc and Graham Capital Wealth Management, LLC. Berkhahn maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Florida. Graham Capital Wealth Management, LLC is an advisory firm that has its headquarters in Washington, DC. The investment advisory business has offices in two locations and a total of six people on staff. It controls $169 million in total assets between its 1,048 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,048 client accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which service is provided. Fees charged by Graham Capital Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Graham Capital Wealth Management, LLC Brokerage Details
$168,973,000
6
1,048
$161,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Berkhahn Work History
Michael has been registered as a financial advisor for 7 years.*
Graham Capital Wealth Management, LLC
Citigroup Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Berkhahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Graham Capital Wealth Management, LLC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
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