Egbert Davis is a registered investment advisor at 95 Impact Partners, LLC, based in Greensboro, NC, with 9 years of industry experience. Egbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 1 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual management fee is 1.25% for Founders Interests (Class F) and 1.75% for Standard Term Interests (Class A). The firm also receives a performance-based incentive allocation.
Fee Estimator
Location
Greensboro, NC
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
Egbert chairs the board of Shurtape Peru S.A., an industrial distributor, spending minimal time reviewing financials and strategy. He also serves as President/Chief Compliance Officer for 95 Impact Capital, Inc., a non-discretionary advisory business, dedicating about 10-20% of his time.
Employment History
Current Registrations
95 Impact Partners, LLC
95 Impact Capital, INC.
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.