David Graver is a registered investment advisor at Confluence Financial Partners, based in Pittsburgh, PA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
1 PPG Place, Ste 2420, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Confluence Financial Partners
Previous Registrations
Usi Securities, INC.Broker
Usi Securities, INC.
Fort Pitt Capital Group, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Sunamerica Securities, INC.Broker
State Registrations1 state
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