JD
CFP
JD
CFP
James Davis is a CFP-designated registered investment advisor at Naples Global Advisors, based in Vero Beach, FL, with 29 years of industry experience. James 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 306 clients with $2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
306 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Family or related accounts may be aggregated for tiered pricing. Fees are generally negotiable on rare occasions for unique circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3003 Cardinal Drive, Suite E, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2013Final
Employment History
Current Registrations
Naples Global Advisors
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - April 2023 · 4 yrs 9 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
April 2012 - April 2023 · 11 yrs
Suntrust Investment Services, INC.
October 2010 - April 2012 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
October 2010 - April 2012 · 1 yr 6 mos
Fnb Brokerage Services, INC.
October 2007 - April 2010 · 2 yrs 6 mos
Fnb Brokerage Services, INC.Broker
October 2007 - April 2010 · 2 yrs 6 mos
Suntrust Investment Services, INC.
November 2005 - August 2007 · 1 yr 9 mos
Suntrust Investment Services, INC.Broker
October 2004 - August 2007 · 2 yrs 10 mos
Adp Broker-Dealer, INC.Broker
April 1998 - May 2004 · 6 yrs 1 mo
Fsc Securities CorporationBroker
September 1995 - April 1998 · 2 yrs 7 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.
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