Joseph Davis is a registered investment advisor at Tree Line Strategy Group LLC, based in Highlands Ranch, CO, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Fees are non-negotiable.
Fee Estimator
Location
10654 Sundial Rim Rd, Highlands Ranch, CO, 80126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph provides consulting services for consumer goods companies, focusing on business strategy, digital commerce, and customer development. This outside business activity takes about a quarter of Joseph's time.
Employment History
Current Registrations
Tree Line Strategy Group LLC
State Registrations2 states
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