George Davis is a registered investment advisor at L&l Financial Services, LLP, based in Mobile, AL, with 26 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 28 clients with $9.5M 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 | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
These fees are for the Advisor Services program with Savant Wealth Management. L&L Financial also charges 1.50% annually for other advisory services, including variable annuity sub-account management. Fees may be negotiable.
Fee Estimator
Location
316 Bel Air Blvd., Mobile, AL, 36606
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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
George is a partner at Lawrence & Lawrence, PC, a CPA firm, since 1988, spending nearly full-time preparing tax returns. He is also a partner at Three Sixteen, LLP, formed to have partnership interests in various businesses, dedicating minimal time to accounting duties.
Employment History
Current Registrations
L&l Financial Services, LLP
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.