Gregory Davis
Gregory Davis is a registered investment advisor at Vertex Financial Advisors LLC, based in Elkins Park, PA, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 97 clients with $18M 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 $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
8033 Old York Road, Suite 212-B, Elkins Park, PA, 19027
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
Gregory is an investment committee member for The Greater Philadelphia Tourism Marketing Corporation, a board member for the Pennsylvania Department of Transportation Public Private Partnership, and treasurer for The Green Fund and Friends of Derek Green. He also is a licensed insurance agent in PA and NJ.
Employment History
Current Registrations
Vertex Financial Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
W. S. Griffith & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations3 states
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.