Olivia Green is a registered investment advisor at Davis Investment Partners, LLC, based in Charlotte, NC, with 3 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 174 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davis Investment Partners charges a percentage of your portfolio each year for wealth management services. The annual fee ranges from 0.50% to 1.50% depending on the complexity of your situation, the amount you invest, and your overall relationship with Davis Investment Partners. Fees are paid quarterly, in advance.
Location
4521 Sharon Road, Suite 375, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Davis Investment Partners, LLC
State Registrations1 state
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