Daniel Davis
Daniel Davis is a registered investment advisor at Adk Wealth Advisory Group, based in St. Louis, MO, with 37 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,190 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ADK Wealth Advisory Group charges a percentage of your portfolio each year, up to a maximum of 2.5%. The exact fee is agreed upon in a written agreement. Clients can choose to have ADK make trades for them (discretionary) or approve each trade beforehand (non-discretionary). If you don't participate in a wrap fee program, you'll also pay transaction charges to LPL Financial for each trade. The fees are negotiable.
Location
12935 North Outer Forty Road, Suite 101, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
August 2004Other Business Activities
Daniel is involved with Kraft, Davis & Associates, LLC/ADK Wealth Advisory Group as a registered investment advisor, dedicating about a quarter of his time. He also owns rental real estate and is involved in a business purchase.
Employment History
Current Registrations
Adk Wealth Advisory Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Adk Wealth Advisory Group
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations46 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.