Michael Davis is a CFP-designated registered investment advisor at Legs Financial, based in Greensboro, NC, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 1 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Legs Financial's ongoing financial planning tiers at no extra charge. The annual flat fees covering both ongoing planning and investment management depend on the service tier selected:
- The Ascent — $7,200 per year
- The Summit — $10,800 per year
- The Expedition — $16,000 per year
Contact
Michael Davis
Location
Greensboro, NC
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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
Legs Financial
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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
Additional Information
Why is it important? A comprehensive special needs financial plan provides:
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