Davis Gill is a registered investment advisor at The Jenkins Group, based in Albany, GA, with 7 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 223 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Jenkins Group charges a base fee of 1.05% of your portfolio per year for investment management. This is in addition to any program fees charged by LPL Financial if you participate in one of their sponsored advisory programs. This base fee is negotiable and may be reduced based on your individual circumstances, and the scope, size, and complexity of the account.
Location
2327 Lake Park Drive, Albany, GA, 31707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Davis operates The Jenkins Group as a DBA for LPL business and provides investment advisory services through The Jenkins Group, spending about half their time on this. Davis also engages in real estate rental, manages a business entity for tax/investment purposes, acts as a successor trustee, and operates a pecan farm.
Employment History
Current Registrations
The Jenkins Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations6 states
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