James Graver
James Graver is a registered investment advisor at Graver Capital Management, LLC, based in Columbus, OH, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 186 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Assets placed in alternative investments will be charged 0.25%. Fees may be negotiable.
Fee Estimator
Location
1550 Old Henderson Road, Suite E-273, Columbus, OH, 43220
Get directionsHistory
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
James is dually-registered as an investment advisor representative and a registered representative, spending the majority of his time (approximately 90%) as an investment advisor representative. He also serves on the State Bank Regional Advisory Board, provides fixed insurance advice, and acts as a trustee and investment manager for a trust.
Employment History
Current Registrations
Graver Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
G2 Capital Management, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Preferred Capital Management
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 states
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.