Gregory Davis
Gregory Davis is a CFP-designated registered investment advisor at Clearwater Capital Partners, based in Hoffman Estates, IL, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,041 clients with $1.7B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL, 60169
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 a member of Moabo Stables, LLC, which owns racing thoroughbred horses, dedicating minimal time as a passive investor. Gregory is also an agent with BSC Insurance Services, LLC, selling life insurance and non-variable annuities, spending minimal time evaluating insurance needs and placing policies for clients.
Employment History
Current Registrations
Clearwater Capital Partners
State Registrations2 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.
Exams
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