Davis Jones is a registered investment advisor at Iron Forge Financial, based in Hudson Oaks, TX, with 1 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Iron Forge Financial LLC charges a percentage of your portfolio each year, and the rate varies based on the amount you invest:
- $1,000 - $50,000: 0.60% – 0.75%
- $50,001 - $250,000: 0.45% – 0.60%
- $250,001 - $750,000: 0.30% - 0.40%
- $750,001 - $1,500,000: 0.20% - 0.30%
- $1,500,001 and up: 0.125% - 0.20%
These fees are negotiable.
Location
Hudson Oaks, TX
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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
Davis sells eggs and beef from his farm and owns a rental home, spending a few hours per week on these activities. He also owns several other businesses, including a pet waste removal service, oil/gas and anesthesia consulting, pool service, lawn care, and a thermal hog hunting service, dedicating minimal time to these ventures.
Employment History
Current Registrations
Iron Forge Financial
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.