Hunter Davis is a registered investment advisor at Galvin, Gaustad & Stein, LLC, based in Scottsdale, AZ, with 6 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 856 clients with $1.4B 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Rates shown are for discretionary management. Non-discretionary management charges 1.50% up to $500K, 1.25% from $500K to $2.5M, and 1.05% from $2.5M to $5M. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
7377 E. Doubletree Ranch Road, Suite 250, Scottsdale, AZ, 85258
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 Activities
Hunter is a member of the Outreach and Recruitment committee of Scottsdale Leadership, a non-profit leadership development program, and recruits new members. This activity does not interfere with his duties at Galvin, Gaustad & Stein.
Employment History
Current Registrations
Galvin, Gaustad & Stein, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.
Exams
More Advisors
- Eric Stein, CFPGalvin, Gaustad & Stein, LLC
- Dylan Duniho, CFPStrategic Advisers LLC
- Michael Juilfs, CFPCommonwealth Financial Network
- Ryan Cox, CFPDew Wealth Management
- Matthew Cherry, CFPAble Financial Group, LLC
- Levi Earhart, CFPSimplicity Wealth