David Graff is a registered investment advisor at Precise Investment Management, INC., based in Chicago, IL, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include 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
Precise Investment Management charges a percentage of your portfolio's value annually for their single managed accounts. The advisory fees range from 0.75% to 2.00%, but are negotiable based on the client relationship and the size of the account. Fees are billed quarterly, in advance. For the Precise Worldview Focus and Structured Programs, the advisory fees range from 0.75% to 1.50%, also negotiable, but will not exceed 3% of the portfolio assets under management per year.
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.
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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.