Advisor at Vertex Financial Advisors LLC
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Firm
Vertex Financial Advisors LLC
Location
Elkins Park, PA 19027
Credentials
Series 63
Industry experience
27 years
Gregory Davis is a financial advisor at Vertex Financial Advisors LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked at Kestra Financial Services, Inc. and Nfp Securities Inc. Outside of his advisory role, he serves on the investment committee for the Greater Philadelphia Tourism Marketing Corporation and holds board and treasurer positions with several public and political organizations in Pennsylvania. Vertex Financial Advisors LLC is an independent investment adviser serving individuals and institutional clients, including employee benefit plans. The firm offers portfolio management, financial and retirement planning, and qualified plan consulting, emphasizing a discovery-driven planning process and strategic asset allocation with both discretionary and non-discretionary accounts.
Based on Vertex Financial Advisors LLC
Based on Vertex Financial Advisors LLC
$1,500 for financial planning; $500 for retirement planning; up to $5,000 for complex financial plans
$0 - $250,000: 1.00% annually $250,000.01 - $500,000: 0.85% annually $500,000.01 - $1,500,000: 0.75% annually >$1,500,000.01+: 0.65% annually
Fee-only: Fixed fee of $1,500 for financial planning, with fees up to $5,000 for complex situations; $500 fixed fee for retirement planning; qualified plan consulting fees negotiated, up to 1.00% of plan assets
8033 Old York Road, Suite 212 B
Elkins Park, PA 19027
New Jersey · Pennsylvania · Texas
Kestra Financial Services, Inc.
2016 - 2019 (3 years)
Vertex Financial Advisors, LLC
2011 - Present (15 years)
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Lawyer
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Real estate agent
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Other specialized services
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