Graham, Bordelon, Golson & Gilbert, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$415,900,783
Clients
201
Advisors
4
of 4 employees
About
The firm provides investment supervisory management, financial planning, and business consulting primarily to high‑net‑worth individuals and their trusts, estates and retirement accounts, and also works with corporations, pension and profit‑sharing plans and charitable organizations. It delivers these services either by managing accounts directly or through a third‑party wealth management platform, and also offers tax, employee‑benefits, insurance and budgeting advice as part of its planning engagements.
Portfolios are constructed using an asset‑allocation process that relies on a risk‑tolerance questionnaire, efficient‑frontier tools, fund profiling and portfolio optimization, with allocations that may include stocks, bonds, options, ETFs and mutual funds. The firm reports use of fundamental and cyclical analysis, ongoing monitoring with at least quarterly reviews, and provides both wrap‑fee and non‑wrap program options under discretionary and non‑discretionary arrangements.
Distinctive features include the firm’s personnel holding other professional licenses—licensed attorneys and certified public accountants among its principals—and advisory representatives who are also registered representatives of a broker‑dealer, arrangements the brochure identifies as potential conflicts of interest. The firm is also a sponsor of a wrap‑fee advisory program through its platform relationship and disclosed an SEC administrative settlement in 2020 related to mutual fund share‑class selection and 12b‑1 fee disclosures.
Client services
Expertise
Fee options
Flat fee quoted in advance ranging from $250 to $25,000 annually depending on complexity and scope
$0 - $250,000: 2.50% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% Over $1,000,000+: 1.00%
Commissions may be earned by financial advisors if implementing financial plans or purchasing insurance products through affiliated broker-dealer or insurance companies
$100 - $350 per hour depending on project complexity
Fee-only: Hourly fees from $100 to $350; flat fees from $250 to $25,000 annually, both negotiable and quoted in advance
Main office
2401 Tower Drive
Monroe LA 71201
Advisors at this office
4
Most active in
Louisiana · Texas
Also doing business as
Graham Bordelon & Co Inc · Graham, Bordelon, Golson & Gilbert, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Gary G
ChFC®, Series 63
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.
James R
Series 66
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
James Rider is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 21 years of industry experience. He has worked with the firm since 2011 and holds a Series 66 designation. In addition to his advisory role, Rider provides occasional notary services and serves as an executor for an estate. Graham, Bordelon, Golson & Gilbert, Inc. offers investment management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses a risk-tolerance–based asset allocation process incorporating stocks, bonds, options, ETFs, and mutual funds, and provides both discretionary and non-discretionary portfolio management.
Jeffrey G
Series 63, Series 66
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
Jeffrey Golson is a financial advisor with Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been a partner at Graham, Bordelon & Company, Inc. since 1989 and has also worked with Entrust Investment Management, LLC and Triad Advisors, Inc. throughout his career. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm employs an asset-allocation process incorporating risk-tolerance questionnaires, efficient-frontier tools, and portfolio optimization, offering both discretionary and non-discretionary management under wrap-fee and non-wrap program options.
Micheal G
Series 66
Monroe, LA
Graham, Bordelon, Golson & Gilbert, Inc.
Micheal Gilbert is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Inc. for 23 years and Graham, Bordelon & Co. for 27 years. He is also involved with ENTRUST Investment Advisory LLC, where he performs financial planning and tax preparation activities. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm uses an asset-allocation process informed by risk-tolerance assessments and portfolio optimization, offering both discretionary and non-discretionary account management with regular portfolio reviews.
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