Michael Davis is a registered investment advisor at Advipartner, LLC, based in Kingsport, TN, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 108 clients with $56M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
108 clients
Average Client Portfolio
$517K average
Assets Under Management
$55.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.87% |
| $3.0M - $4.0M | 0.84% |
| $4.0M - $5.0M | 0.81% |
| $5M+ | 0.81% |
Fees negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
205 Cherokee St., Kingsport, TN, 37660
Get directionsHistory
Regulatory History (2)
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Regulatory
September 2023Final
Regulatory
October 2021Final
Other Business Activities
Michael owns rental property as a sole proprietor since April 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Advipartner, LLC
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
January 2017 - March 2017 · 2 mos
Cwm, LLC
August 2014 - March 2017 · 2 yrs 7 mos
Gaam Wealth Advisors, INC.
January 2008 - July 2016 · 8 yrs 6 mos
LPL Financial LLC
January 2007 - October 2015 · 8 yrs 9 mos
LPL Financial LLCBroker
December 2006 - January 2017 · 10 yrs 1 mo
State Registrations1 state
TN
Advisor
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
No exam information available for this advisor.