Luke Davis is a CFA-designated registered investment advisor at Chickasaw Capital Management, LLC, based in Memphis, TN, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 377 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chickasaw Capital Management's (CCM) standard advisory fees are based on the average value of the assets they manage for you. The annual fee is:
- 1.50% for MLP accounts
- 1.50% for Equity and Balanced Accounts
- 0.40% for Fixed Income Accounts
These fees are typically based on the average or ending market value of your investments and are charged quarterly, either in arrears or in advance, as agreed upon in your contract.
Location
6075 Poplar Ave Suite 720, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chickasaw Capital Management, LLC
Chickasaw Securities, LLCBroker
State Registrations1 state
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