Advisor at Scenic Wealth Management, LLC
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Firm
Scenic Wealth Management, LLC
Location
Westminster, CO
Credentials
Series 63, Series 65
Industry experience
24 years
Jeffrey Davis is a financial advisor with Scenic Wealth Management, LLC in Westminster, CO. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has been with Scenic Wealth Management since 2010. Scenic Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis and incorporates strategies such as options, short sales, and margin transactions, distinguishing itself with the use of derivatives and borrowing in managed accounts.
Based on Scenic Wealth Management, LLC
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
Account minimum: $100,000 Minimum fee: Minimum aggregate annual fee of $1,200 Fee-only: Fees are billed quarterly in advance based on account value; no commissions charged.
Westminster, CO
Colorado · Florida · Louisiana · Texas
Scenic Wealth Management, LLC
2010 - Present (16 years)
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Other specialized services
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