J Davis
J Davis is a registered investment advisor at Butler-Davis Financial Group, LLC, based in Covington, GA, with 14 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 3 clients with $44K 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1123 Elm St NE, Covington, GA, 30014
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
J is an independent insurance agent since 2005, dedicating about 10% of his time to this activity. J is also the Chief Operating Officer of Butler-Davis Tax & Accounting LLC, which is his primary business and takes up to 90% of his time.
Employment History
Current Registrations
Butler-Davis Financial Group, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Hd Vest Investment ServicesBroker
PFS Investments INC.Broker
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.