Davis Bourland is a registered investment advisor at Akg Financial Group, based in Fort Worth, TX, with 16 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 24 clients with $91M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Davis is the Chief Operating Officer of Virtuoso, a luxury leisure travel company, dedicating full-time hours to this role. He also serves on the Board of Directors and Investment Committee for the University of North Texas Foundation, volunteering minimal time each month.
Employment History
Current Registrations
Akg Financial Group
Previous Registrations
Diesslin Group, INC.
State Registrations1 state
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