Mark Davis is a registered investment advisor at Davis-Ross Investment Advisers, LLC, based in Columbus, OH, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $72K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$72K average
Assets Under Management
$72K

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Davis-Ross Investment Advisers manages a hedge fund and charges a management fee of 1% annually, debited monthly from each investor's capital account. The firm also receives 20% of the new profits above the highest prior capital account.

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Location

330 West Spring Street, Suite 210, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Davis-Ross Investment Advisers, LLC
April 2002 - Present · 24 yrs
State Registrations1 state
OH
Advisor

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Exams
No exam information available for this advisor.