Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a Program Fee based on a percentage of assets under management, up to 2.00%, but this fee is negotiable. The actual fee depends on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients could pay different fees for similar services. There is a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services. Financial planning clients typically pay 50% of the estimated fee as a retainer.
Areas of Practice
Advisor Information
Office location
15150 Badger Ranch Blvd., Suite 203, Woodway, TX, 76712
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Brian Christopher DavisRegulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
LPL Financial LLC Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLC Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLC Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Linsco/private Ledger CORP. Broker
State Registrations1 state
Exams
Additional Information
Brian Davis is a financial co-steward full of character and passion, helping clients make the best decisions to accomplish their personal goals. Having served in the financial industry for over 25 years, Brian is thoughtful of client’s changing needs, navigating everything from college education saving for their kids to retirement planning for themselves. He is also a Certified Financial Planner™ and member of Kingdom Advisors.