David Graff
David Graff is a registered investment advisor at Precise Investment Management, INC., based in Chicago, IL, with 10 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 40 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.75% to 2.00% for single managed accounts and 0.75% to 1.50% for structured and focus programs, with a maximum total program fee of 3.00%. Fees are negotiable.
Fee Estimator
Location
Chicago, IL
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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 Activities
David works on accounting issues for Precise Investment Management, a state-regulated investment advisory business. He dedicates a few hours per week to this role and receives no compensation.
Employment History
Current Registrations
Precise Investment Management, INC.
Insight Securities, INC.Broker
Previous Registrations
Xr Securities LLCBroker
State Registrations1 state
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.
Exams
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