Mary Davis is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Fairfax, VA, with 41 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
4000 Legato Road, 8th Floor, Fairfax, VA, 22033
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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
Mary owns a rental property and dedicates minimal time to its maintenance. She also serves as a board member for McLean Project for the Arts, a non-profit organization, spending minimal time on related activities.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Royal Alliance Associates, INC.Broker
Edelman Financial Services, LLC
World Invest CorporationBroker
Brian Cohn, INC.Broker
Kavanaugh Securities, INC.Broker
Inland Securities CorporationBroker
Investacorp, INC.Broker
F.J. Kaufman and Company of VirginiaBroker
State Registrations2 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.
Exams
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