LD
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Lavaisha Davis
2 Years of Experience
Atlanta, GA
1 DisclosureSells Insurance
Lavaisha Davis is a registered investment advisor at Ell Wess Advisors, based in Atlanta, GA, with 2 years of industry experience. Lavaisha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $2.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
7 clients
Average Client Portfolio
$367K average
Assets Under Management
$2.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1201 West Peachtree St. Nw, Suite 2300, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
January 2016Other Business ActivitiesSells Insurance
Lavaisha is an independent insurance agent receiving commissions from policy sales.
Employment History
Current Registrations
Ell Wess Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Compass Retirement Group LLC
May 2022 - July 2023 · 1 yr 2 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.