Advisor at Imber Wealth Advisors
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Firm
Imber Wealth Advisors
Location
Ann Arbor, MI 48103
Credentials
Series 65
Industry experience
15 years
Jeffrey Imber is a financial advisor at Imber Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has worked at Capital Asset Advisory Services since 2011. He also operates Imber Financial Group, LLC and Imber Tax Advisory Group, LLC, and has been involved with Horizons Planning Corp since 2007. Imber Wealth Advisors provides advisory services to individuals, high-net-worth clients, and charitable organizations, offering portfolio management, financial planning, and management for employer-sponsored plan participants. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and typically manages accounts on a discretionary basis through third-party platforms, sometimes appointing sub-advisers or outside managers.
Based on Imber Wealth Advisors
Financial planning fees negotiated between $500 and $15,000
$0+: 0.5% annually (minimum) +: up to 1.5% annually (maximum)
955 W Eisenhower Cir, Ste A
Ann Arbor, MI 48103
Michigan · Texas
Capital Asset Advisory Services
2011 - Present (15 years)
Imber Financial Group, Llc (144846)
2009 - Present (17 years)
Horizons Planning Corp
2007 - Present (19 years)
Imber Tax Advisory Group, Llc
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 66
Ann Arbor, MI
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