Nrg Wealth Management

J.P. Davis, Inc. dba NRG Wealth Management is an SEC-registered investment advisory firm established in April 2003 and located in Oro Valley, Arizona. The firm offers portfolio management services tailored to individual client circumstances, including investment strategy, asset allocation, and risk tolerance assessment. Clients may grant discretionary authority for NRG to select securities and execute transactions without prior approval. NRG operates as a fiduciary, prioritizing clients' interests and avoiding practices that could favor certain portfolios. Financial guidance services are also available, covering areas such as cash flow management, retirement planning, and estate planning, with fees based on assets under advisement or hourly rates. The firm does not participate in performance-based fees or wrap fee programs. As of December 31, 2024, NRG managed $193,315,678 in assets under management. Fees for portfolio management range from 0.75% to 1.25% based on total assets, while financial guidance fees vary. NRG does not receive compensation for the sale of securities and does not engage in directed brokerage. Clients are responsible for third-party fees, and the firm does not vote client securities proxies. NRG maintains financial stability and does not have a history of financial difficulties.