Stephen Davis is a registered investment advisor at Net Worth Solutions LLC, based in Phoenix, AZ, with 27 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.25% |
Fee Estimator
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is a Registered Tax Professional at eTaxPro LLC, providing individual tax preparation and consulting services since 2013. He dedicates about 10-20% of his time to this activity, split evenly between trading hours and outside of trading hours.
Employment History
Current Registrations
Net Worth Solutions LLC
Previous Registrations
Morgan Stanley
State Registrations1 state
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