Brenley Davis is a registered investment advisor at &partners, based in Sumter, SC, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
10 Miller Rd, Sumter, SC, 29150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brenley has 100% ownership with their spouse of Davis Marine Management since 2019, which is not investment related. Brenley spends a few hours per week on payroll taxes and bookkeeping for this business.
Employment History
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations19 states
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