Grant Davis
Grant Davis is a registered investment advisor at Raymond James & Associates, INC., based in Beachwood, OH, with 32 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
3300 Enterprise Parkway, Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Grant is an investor in a private investment fund and a real estate deal. He also helps manage long-term issues for a private country club, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations31 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.
Exams
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