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Imber Wealth Advisors

Headquartered in ANN ARBOR, MI

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Firm Information

Imber Wealth Advisors is an independent, fee-only financial advisory firm that serves individual and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services, including investment advisory, retirement planning, college savings, and estate planning. The firm is based in the United States and has 5 licensed agents and 2 investment adviser representatives. Imber Wealth Advisors has approximately $63 million in regulatory assets under management.

Imber Wealth Advisors

$63.17M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

IMBER WEALTH ADVISORS has a total of 1 branch locations across the country.
location

ANN ARBOR, MI

Advisors at Imber Wealth Advisors

View All 2 Advisors
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Jonathan Michael Imber

RA

ANN ARBOR, MI

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Danielle Denise Goebel

RA

Perrysburg, OH

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Jeffrey Alan Imber

RA

ANN ARBOR, MI

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Disclosures

There are no public disclosures for Imber Wealth Advisors.

Frequently Asked Questions (6)

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