Thomas Graber
Thomas Graber is a CFP, ChFC-designated registered investment advisor at Impact Investment Strategies, INC, based in Rochester Hills, MI, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 111 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Rochester Hills, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the proprietor/owner of Impact Benefits, Inc., selling and servicing non-variable insurance since 2005. He dedicates about 10-20% of his time to this business, with approximately 8 hours per month during trading hours.
Employment History
Current Registrations
Impact Investment Strategies, INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Allmerica Investments, INC.Broker
Allmerica Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.