Beverly Davis is a registered investment advisor at Caldwell Advisors, LLC, based in Murfreeesboro, TN, with 21 years of industry experience. Beverly 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 491 clients with $340M 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 $1.0M | 2.75% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.25% |
Fees may be negotiable, but will never exceed 2.75%.
Fee Estimator
Location
1810 Ward Drive, Suite 102, Murfreeesboro, TN, 37129
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
Beverly sells life, health, disability, and long-term care insurance, dedicating about 10-20% of her time to this activity. She also co-owns rental real estate and is a registered investment advisor, spending nearly full-time providing financial planning and asset management.
Employment History
Current Registrations
Caldwell Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Beam Asset Management
LPL Financial LLC
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations3 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.