Filigree Wealth Advisors, LLC

Filigree Wealth Advisors, LLC is an investment advisory firm based in Irvine, CA, specializing in providing a wide array of investment advisory services to individuals and various clients. Established in 2022, the firm is owned by Gerald Graves and Christen Dudley. As a fiduciary, Filigree Wealth Advisors always acts in the best interest of its clients, offering tailored investment management services that include creating portfolios of individual stocks, bonds, ETFs, and other securities. The firm also provides financial planning and consulting services covering various aspects such as investment planning, retirement planning, estate planning, and more. Clients can expect a collaborative approach, open communication, and a focus on understanding their financial goals and risk tolerance. The firm charges a maximum annual fee of 0.90% for investment management services, billed quarterly based on the account value. Clients may also incur transaction fees, holding charges, and other expenses related to investments. Filigree Wealth Advisors does not offer performance-based fees and requires a minimum account balance of $1,000,000, although this minimum may be waived at the firm's discretion. The firm does not engage in soft dollar arrangements or receive client brokerage commissions. Clients have the option to direct brokerage outside the firm's recommendation, but this may result in higher costs. Filigree Wealth Advisors manages accounts on a discretionary basis, allowing them to buy and sell investments without prior client approval. The firm does not accept proxy authority to vote client securities.