Robert Davis
Robert Davis is a CFP-designated registered investment advisor at Financial Compass Corporation, based in Eden Prairie, MN, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 61 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Compass offers investment management services for a fee based on a percentage of the assets they manage. The annual fee schedule is as follows:
- $250,000-$499,999: 1.75%
- $500,000-$749,999: 1.50%
- $750,000-$999,999: 1.25%
- $1,000,000-$1,999,999: 1.15%
- $2,000,000-$4,999,999: 1.05%
- $5,000,000+: 0.95%
Under some circumstances, Financial Compass may charge up to 2.20% annually. Fees are calculated based on the average daily balance of the account and are billed monthly in arrears. The firm may combine account values of family members to determine the applicable fee.
Contact
Robert Davis
Location
7510 Market Place Drive, Eden Prairie, MN, 55344
Get directionsHistory
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 ActivitiesSells Insurance
Robert works as an insurance agent selling insurance for various carriers since 1998. This activity is investment-related.
Employment History
Current Registrations
Financial Compass Corporation
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.