Akiva Davis is a registered investment advisor at Andrew Garrett, INC., based in hollywood, FL, with 24 years of industry experience. Akiva is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M 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 | 2.80% |
Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.
Fee Estimator
Location
hollywood, FL
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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
Akiva is involved in business development for Neurotrax cognitive testing, dedicating a few hours per week to this privately held company and receiving monthly payments.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.Broker
Andrew Garrett INC.
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Morgan Stanley Dw INC.Broker
State Registrations6 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.