Hylton Davis is a registered investment advisor at Cclg Advisors, based in Orlando, FL, with 12 years of industry experience. Hylton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed monthly in arrears and are negotiable based on client type, account complexity, asset composition, and total assets managed. Clients may also incur model portfolio fees ranging from 0% to 1% if using the Altruist Model Marketplace.
Fee Estimator
Location
Orlando, FL
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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
Hylton sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and is a partner at Affordable Accounting Bookkeeping & Taxes LLC.
Employment History
Current Registrations
Cclg Advisors
Previous Registrations
Stirlingshire InvestmentsBroker
Stirlingshire Investments
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations2 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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