James Davis
James Davis is a registered investment advisor at Hill Country Group, based in Boerne, TX, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 413 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable. The brochure states a maximum fee of 140 basis points (1.40%).
Fee Estimator
Location
2 Spencer Road, Suite 102, Boerne, TX, 78006
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
James is a director for StillWater Christian Ministries, a member of the Ft. Worth Football Officials Association, a partner at Hill Country Group (marketing arm for employee benefits, health insurance, and property & casualty insurance), owner of RRG Consulting, LLC, and a partner at RPB Independent Insurance. He spends about half his time at Hill Country Group and minimal time at RPB Independent Insurance.
Employment History
Current Registrations
Hill Country Group
Previous Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
Ims Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
MML Investors Services, 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.