Calvin Davis
Calvin Davis is a registered investment advisor at Norris Financial Group, LLC, based in Greenville, SC, with 10 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 533 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Norris Financial Group manages investments through the Vision2020 Wealth Management Platform, which bundles advisory, administrative, and transaction charges into one fee based on the value of your account. The fee is charged quarterly, in advance, and is negotiable.
The fees are:
- $50,000 to $74,999: 1.50%
- $75,000 to $99,999: 1.50%
- $100,000 to $249,999: 1.45%
- $250,000 to $499,999: 1.39%
- $500,000 to $749,999: 1.35%
- $750,000 to $1,249,999: 1.30%
- $1,250,000 to $1,999,999: 1.25%
- $2,000,000 to $4,999,999: 1.15%
- $5,000,000 to $24,999,999: 1.10%
- $25,000,000 and above: 1.00%
Fees in the upper half of the fee schedule are negotiable. Some services are only available when account values exceed $100,000.
Location
605 N. Main Street, Greenville, SC, 29601
Get directionsHistory
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 ActivitiesSells Insurance
Calvin is an Investment Adviser Representative at Norris Financial Group, managing client funds for a fee. He also works as an insurance agent at Norris Financial Group, selling insurance to clients as it relates to their individual needs, dedicating minimal time to this activity.
Employment History
Current Registrations
Norris Financial Group, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.