Eric Davis is a registered investment advisor at Edward Jones, based in Cypress, TX, with 9 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
10523 Fry Rd, Suite 200 Building C4, Cypress, TX, 77433-5348
Get directionsHistory
Regulatory History (1)
Financial
June 2019Other Business Activities
Eric is a member/owner of Legacy Lion Holdings, LLC (since 2017) and Slumbering Falls Investments, LLC (since 2017), which buys/sells/rents residential property. He is also an owner of Davis Business Development Group (since 2014) and E-Worldwide (since 2007), both consulting businesses, and an officer for Hurricanes 07G ECNL, a youth sports club, spending minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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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