Gary Davis
Gary Davis is a ChFC-designated registered investment advisor at Columbia Benefits, LLC, based in Centennial, CO, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 179 clients with $110M 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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor.
Fee Estimator
Location
7200 S. Alton Way, Suite B-210, Centennial, CO, 80112
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
Gary is the owner/manager of Columbia Benefits LLC, which provides retirement plan consulting and third-party administration services. Columbia Benefits LLC also sells insurance products, taking about 10-20% of Gary's time.
Employment History
Current Registrations
Columbia Benefits, LLC
Previous Registrations
Brookstreet Capital Management
State Registrations4 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.