Tracy Davies
Tracy Davies is a CFP-designated registered investment advisor at Hamilton Point Investment Advisors, LLC, based in Chapel Hill, NC, with 14 years of industry experience. Tracy 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 252 clients with $1.1B 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Hamilton Point retains the discretion to negotiate or waive certain fees on a client-by-client basis.
Fee Estimator
Location
1450 Environ Way, Chapel Hill, NC, 27517
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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 →Employment History
Current Registrations
Hamilton Point Investment Advisors, LLC
Previous Registrations
Hamilton Point Investment Advisors, LLC
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
State Registrations1 state
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