Anthony Davis is a registered investment advisor at A Better Way Financial, LLC, based in Allentown, PA, with 2 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more. Their firm serves 354 clients with $110M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fee Estimator
Location
6357 Airport Road, Allentown, PA, 18109
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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
Anthony works for H&R Block preparing and filing individual tax returns, answering tax questions, and amending prior year returns. This takes about 10-20% of his time.
Employment History
Current Registrations
A Better Way Financial, LLC
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.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.