JD
CFP
JD
CFP

Justin C Davis

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $7.0M0.75%
$7.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Technology Drive, Suite 100, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Grimes & Company
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2017 - April 2019 · 1 yr 4 mos
J.P. Morgan Securities LLC
December 2017 - April 2019 · 1 yr 4 mos
TD Ameritrade, INC.
January 2012 - January 2018 · 6 yrs
TD Ameritrade Investment Management, LLC
July 2011 - January 2018 · 6 yrs 6 mos
TD Ameritrade, INC.Broker
October 2009 - January 2018 · 8 yrs 3 mos
Fidelity Brokerage Services LLCBroker
February 2009 - September 2009 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.