TG
CFP
TG
CFP

Thomas Edward Graney

34 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
683 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.95%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.35%
$25.0M - $50.0M0.25%
$50M+0.20%

Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

255 South Old Woodward Ave., Suite 310, Birmingham, MI, 48009-6615

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Planning Alternatives LTD
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2022 · 3 yrs 6 mos
Strategic Advisers LLC
September 1998 - July 2018 · 19 yrs 10 mos
Fidelity Brokerage Services LLCBroker
April 1991 - January 2022 · 30 yrs 9 mos
Hibbard Brown & CO., INC.Broker
November 1990 - December 1990 · 1 mo
Baring & BrownBroker
November 1990 - December 1990 · 1 mo
State Registrations2 states
FLMI
Advisor
Exams
No exam information available for this advisor.