MD

Michael Brooke Davis

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$150 - $1,000
Hourly Rate:$50 - $150/hr

Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Loading...

Advisor Information

Office location

Raleigh, NC

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Kcd Financial, INC.
April 2025 - Present · 9 mos
Kcd Financial, INC.
April 2025 - Present · 9 mos
Kcd Financial, INC. Broker
April 2025 - Present · 9 mos
Previous Registrations
Fortress Private Ledger, LLC
January 2020 - April 2025 · 5 yrs 3 mos
Fortress Private Ledger, LLC Broker
December 2019 - April 2025 · 5 yrs 4 mos
State Registrations5 states
CAFLNCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.