Davis Lipscomb is a registered investment advisor at Cork Tree Wealth Partners, LLC, based in Auburn, AL, with 12 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. Total asset-based fee will not exceed 2.00% annually.
Fee Estimator
Location
2372 East University Drive, Unit 102, Auburn, AL, 36830
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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
Davis is a co-owner of PxL Family Office, LLC, a family office joint venture with Pivotal Finance, since April 2024. This takes about 10-20% of Davis's time, including during trading hours.
Employment History
Current Registrations
Cork Tree Wealth Partners, LLC
Lipscomb Investment Group, LLC
State Registrations3 states
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
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