Brett Davis is a registered investment advisor at Reliable Municipal Advisors, LLC, based in Betsy Layne, KY, with 10 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable based on the complexity of the account and level of service.
Fee Estimator
Location
11105 Us 23 South, Suite 4, Betsy Layne, KY, 41605
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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 →Other Business Activities
Brett is an attorney-at-law with two law practices since 1996 and 2018, taking about half of his time. He is also a member of Vehia, LLC, a real estate rental company, dedicating minimal time to it.
Employment History
Current Registrations
Reliable Municipal Advisors, LLC
Previous Registrations
Meridian Wealth Management, LLC
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.