Akiva Davis is a registered investment advisor at Andrew Garrett, INC., based in New York, NY, with 24 years of industry experience. Akiva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 1,402 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andrew Garrett, Inc. offers investment management services through various platforms like RBC, Schwab, and AssetMark. Fees are based on a percentage of your portfolio or a flat annual fee, and can be charged monthly or quarterly. The maximum annual fee is 2.80% of your portfolio's value, but this is negotiable. The minimum balance to open an account is $25,000 for the Advisor Program and varies from $10,000 to $250,000 for the RBC Unified Portfolio, depending on the investment style and manager chosen.
Location
230 Park Ave, 3rd Floor West, New York, NY, 10169
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akiva is involved in business development for Neurotrax cognitive testing, dedicating a few hours per week to this privately held company and receiving monthly payments.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.Broker
Andrew Garrett INC.
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Morgan Stanley Dw INC.Broker
State Registrations6 states
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