Alison Davis
Alison Davis is a registered investment advisor at Quantum Leap Capital, LLC, based in South Burlington, VT, with 7 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 141 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 0.75% |
| $600K - $2.5M | 0.50% |
| $2.5M - $23.6M | 0.25% |
| $23.6M+ | 0.13% |
Fees may be negotiable.
Fee Estimator
Location
3 Baldwin Ave, South Burlington, VT, 05403
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
Alison works as an insurance agent providing fixed and variable insurance policies to clients since 2018. This activity requires minimal time.
Employment History
Current Registrations
Quantum Leap Capital, LLC
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.