James Davenport is a CFP-designated registered investment advisor at Crewe Advisors, based in Salt Lake City, UT, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 652 clients with $2.5B 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 | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Location
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
James is involved in several business activities, including owning High Street Ventures LLC for personal investments, managing multiple LLCs for real estate and consulting, and acting as a statutory agent for an insurance agency. He also dedicates a few hours per week to fixed insurance and fixed indexed annuities through Crewe Insurance, LLC.
Employment History
Current Registrations
Crewe Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Signator Investors, INC.Broker
State Registrations1 state
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.