Davita Alford-Cooper is a CFP-designated registered investment advisor at Law & Associates INC, based in Glen Echo, MD, with 32 years of industry experience. Davita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 261 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Law & Associates manages investments through various programs offered by Raymond James & Associates. The maximum advisory fee for all accounts is 2.25%, but Law & Associates has the discretion to discount fees. Fees are paid quarterly in advance, based on the account value at the end of the previous quarter. There are minimum investment requirements for some accounts, such as $25,000 for Ambassador and Freedom accounts, and $100,000 to $300,000 for other programs. Clients may also incur charges for other account services not directly related to the execution and clearing of transactions.
Location
6111 Tulane Ave, Glen Echo, MD, 20812-1205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Davita is acting as the executor of an estate and is the owner of Davita Financial Planning, LLC, where she conducts continuing education seminars and public speaking. She also serves as a director for the Financial Planning Association and is a Vice President and advisor at Law & Associates, Inc., dedicating about half of her time to this role.
Employment History
Current Registrations
Law & Associates INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Strategic Wealth Management Group, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations1 state
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