Lauren Davis is a registered investment advisor at Davis Investment Group, LTD., based in Hailey, ID, with 15 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davis Investment Group (DIG) does not charge fees for its investment advisory services. However, clients are responsible for any securities transaction and custody fees charged by the custodian, as well as expenses charged by mutual funds and ETFs. For client accounts implemented through independent managers, the client's overall fees include advisory fees and/or platform fees charged by the independent managers.
Location
Hailey, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Davis Investment Group, LTD.
Previous Registrations
Planning Alternatives LTD
State Registrations1 state
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