Mark Davis is a CFP-designated registered investment advisor at Premier Wealth Partners, LLC, based in St. Simons Island, GA, with 25 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 155 clients with $32M 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 | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable subject to approval by a principal of the firm.
Fee Estimator
Location
60 Cinema Lane, Suite 250, St. Simons Island, GA, 31522
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2014Employment Separation After Allegations
September 2011Customer Dispute
May 2011Other Business Activities
Mark works as a financial advisor at Allen, Mooney & Barnes Investment Advisors, LLC, dedicating about half of his time. He is also a passive investor in Southern Hospitality, a hotel operation, which requires minimal time.
Employment History
Current Registrations
Premier Wealth Partners, LLC
Amb Wealth, LLC
Allen, Mooney & Barnes Brokerage Services, LLC
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
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.