CD
CD

Candice Ezzat Davis

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Candice is a co-owner and managing member of CHE Farms, LLC, an agricultural products and rental real estate business, since 2016. She dedicates minimal time to this activity, primarily for decision-making and document preparation.

Employment History
Current Registrations
Missionsquare Retirement
October 2022 - Present · 3 yrs 4 mos
Missionsquare Investment ServicesBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Independent Financial Group, LLCBroker
January 2018 - June 2022 · 4 yrs 5 mos
Scarborough Capital Management
October 2014 - June 2022 · 7 yrs 8 mos
Sii Investments, INC.Broker
October 2014 - December 2017 · 3 yrs 2 mos
Sii Investments, INC.
October 2014 - December 2017 · 3 yrs 2 mos
Ameriprise Financial Services, INC.
April 2004 - January 2013 · 8 yrs 9 mos
Ameriprise Financial Services, INC.Broker
April 2004 - January 2013 · 8 yrs 9 mos
Ids Life Insurance CompanyBroker
April 2004 - July 2006 · 2 yrs 3 mos
State Registrations1 state
DC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.