Garrett Davis is a registered investment advisor at Sterling Capital Management LLC, based in Jupiter, FL, with 15 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,535 clients with $66B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Capital Management's fees are based on an annual rate applied to the total value of your portfolio. Fixed fees may be set when the amount of work involved is not directly related to the portfolio value. Fees and minimum account sizes may vary or be negotiable depending on various factors. Fees are generally billed quarterly, in advance or arrears. Performance-based fees may be available where applicable by law.
Location
Jupiter, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Garrett works as an Investment Analyst/Director for Sterling Capital Management LLC, dedicating nearly full-time hours to this role. He also serves as President of Prokope Partners, LLC, focusing on real estate rentals, but spends no time on this activity.
Employment History
Current Registrations
Sterling Capital Management LLC
Previous Registrations
Sterling Capital Distributors, LLCBroker
Suntrust Advisory Services, INC.
Securevest Financial GroupBroker
State Registrations1 state
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