Craig Davis is a CFA-designated registered investment advisor at Harborview Asset Management LLC, based in Gig Harbor, WA, with 13 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $120M 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 | 0.70% |
Fees are negotiable.
Fee Estimator
Location
7201 Pioneer Way, Ste B202, Gig Harbor, WA, 98335
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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 →Employment History
Current Registrations
Harborview Asset Management LLC
Previous Registrations
Drive Wealth Advisers
Financial Insights INC
State Registrations1 state
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