Donnie Davis is a registered investment advisor at Coachwise Financial Solutions, INC., based in Tulsa, OK, with 19 years of industry experience. Donnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 217 clients with $55M 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 $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4.0M - $8.0M | 1.00% |
| $8M+ | 0.80% |
Fees are calculated using household aggregation and billed quarterly in advance. Fees are negotiable.
Fee Estimator
Location
7225 S. 85th E. Ave., Ste.100, Tulsa, OK, 74133-3135
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 Activities
Donnie is a part-time employee of SMH, LLC as a Licensed Professional Counselor Candidate (LPC-C) since March 2021, offering counseling services. This takes a few hours per week.
Employment History
Current Registrations
Coachwise Financial Solutions, INC.
State Registrations2 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.
Exams
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