Alexander Davis is a CFP-designated registered investment advisor at Carroll Advisory Group, based in Texarkana, TX, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 250 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carroll Advisory Group offers comprehensive investment management services, which include both investment management and financial planning. The annual fee is the lesser of: 1% of the value of your portfolio or a flat annual fee of $12,500. The flat fee increases by 3% each calendar year. Legacy clients may pay lower fees.
Location
4203 Richmond Place, Texarkana, TX, 75503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carroll Advisory Group
Previous Registrations
Strategic Financial Concepts, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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