Connor Davis is a registered investment advisor at Lake Highlands Capital Management, based in Dallas, TX, with 6 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $500K | 1.70% |
| $500K - $3.0M | 1.60% |
| $3M+ | 1.50% |
Management fees are negotiable and may differ from client to client. For qualified clients, Lake Highlands Capital will also charge a performance fee of 25% of outperformance over a 6% hurdle rate or 25% of outperformance versus the Russell 2000 index.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lake Highlands Capital Management
State Registrations1 state
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