John Davis is a CFP-designated registered investment advisor at Copper Leaf Financial, LLC, based in Williston, VT, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 155 clients with $220M 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 $500K | 1.25% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.5M | 0.55% |
| $3.5M - $10.0M | 0.33% |
| $10M+ | 0.30% |
Copper Leaf may aggregate the value of related family members’ account balances for billing purposes. In lieu of a fee based on a percentage of assets under management, Copper Leaf may charge a flat retainer fee. This will be determined on a case-by-case basis, based on a formula which fairly reflects an equivalent to our asset-based arrangement.
Fee Estimator
Contact
John Davis
Location
33 Blair Park Road, Suite 203, Williston, VT, 05495
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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 →Other Business Activities
John is a consultant for Davis & Hogdon Associates, CPAs, PLC since May 2023. He is also an owning member of 33 Blair Park LLC since 2009, dedicating minimal time to property management and consulting.
Employment History
Current Registrations
Copper Leaf Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Veravest Investments, INC.Broker
Veravest Investment Advisors, 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