J Davis is a registered investment advisor at Hill Country Group, based in Boerne, TX, with 9 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 413 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable. The brochure states a maximum fee of 140 basis points (1.40%).
Fee Estimator
Location
2 Spencer Road, Suite 102, Boerne, TX, 78006
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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 ActivitiesSells Insurance
J. is an owner/partner in multiple businesses, including Hill Country Group (investment advice, management, and insurance solutions), Hill Country Retirement Solutions (RIA), and RPB Independent Insurance (health/life/PTC insurance). J. also works with Resolution Resource Group in conflict management, dedicating a few hours per week.
Employment History
Current Registrations
Hill Country Group
Previous Registrations
M. S. Howells & CO.Broker
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.