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Scott Davis
19 Years of Experience
Mt Juliet, TN
1 Disclosure
Scott Davis is a registered investment advisor at Family Tree Wealth Advisors, LLC, based in Mt Juliet, TN, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$498K average
Assets Under Management
$11.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.85% |
| $1.5M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are not negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2598 N Mt Juliet Rd, Suite 100, Mt Juliet, TN, 37122
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2011Denied
Employment History
Current Registrations
Family Tree Wealth Advisors, LLC
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Family Tree Wealth Advisors, LLC
August 2011 - December 2011 · 4 mos
Edward Jones
October 2006 - August 2011 · 4 yrs 10 mos
State Registrations1 state
TN
Advisor
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
No exam information available for this advisor.