Lurie Davis
Lurie Davis is a registered investment advisor at Lurie Davis Wealth Management LLC, based in Lynn, MA, with 18 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $200.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
Lynn, MA
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Regulatory 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 →Other Business Activities
Lurie is the president of Davis Estates Condominium Association, spending about 10-20% of their time managing condominiums. Lurie is also a trustee for the Priscilla Davis Trust and a board member/treasurer for They Made It...So Can I, Inc., dedicating minimal time to each.
Employment History
Current Registrations
Lurie Davis Wealth Management LLC
State Registrations2 states
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