Michael Davis is a registered investment advisor at &partners, based in Mooresville, NC, with 20 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
106 Langtree Village Drive, Suite 301, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns multiple rental properties and has ownership stakes in several LLCs, including Big B & G LLC, Davis Unicorns LLC, CARP Unlimited LLC, and Three Dogs LLC. He also serves on the investment team for the United Methodist Foundation of Western North Carolina and is a franchisee for Summitt Coffee Cafe, LLC, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations33 states
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