Jonathan Imber
Jonathan Imber is a registered investment advisor at Imber Wealth Advisors, based in Ann Arbor, MI, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 228 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Imber Financial Group charges an annual asset management fee between 0.5% and 1.5% based on the complexity of your financial situation. The fee is billed monthly in arrears for funds held with AE Wealth Management, calculated using the average daily balance. For other clients, the fee is billed quarterly in advance, calculated using the value of assets on the last business day of the prior billing period. Fees may be negotiable. Imber Financial Group may utilize outside money managers, which would incur an additional fee ranging from 0-1%.
Location
955 W Eisenhower Cir, Ste A, Ann Arbor, MI, 48103
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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
Jonathan conducts insurance and advisory services under the dba Imber Wealth Advisors, Inc (formerly Legacy Shapers). This takes up all of Jonathan's time.
Employment History
Current Registrations
Imber Wealth Advisors
Previous Registrations
Capital Asset Advisory Services, LLC
State Registrations2 states
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