Andrew Davis
Andrew Davis is a CFA-designated registered investment advisor at Atlantic Union Municipal Advisors, INC, based in Burlington, NC, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Fee is an annual rate of 0.10% based on average daily net assets of the pool, paid monthly in arrears.
Fee Estimator
Location
3101 South Church Street, Burlington, NC, 27215
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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 →Employment History
Current Registrations
Atlantic Union Municipal Advisors, INC
Previous Registrations
Smith Salley Wealth Management
Commerce Capital Management, INC.
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.
Exams
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