Richard Etling is a ChFC-designated registered investment advisor at Davinci Capital Management INC., based in Stoughton, MA, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 85 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davinci Capital Management offers investment management services where fees range from 0.25% to 2% of the value of your portfolio annually. The specific fee is negotiable between you and your advisor, and depends on the level and complexity of the services provided. Davinci also offers third-party money management services where fees range from 0.50% to 2% of total assets.
Location
Stoughton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the sole owner of Qualified Pension Services, Inc., a third-party administration business providing administration services for qualified plans for small businesses since 1988. He spends about half his time on sales activities and plan administration work.
Employment History
Current Registrations
Davinci Capital Management INC.
Davinci Capital Management, INC.
Davinci Capital Management, INC.Broker
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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