Ethel Davis is a registered investment advisor at Vzd Capital Management LLC, based in Lenexa, KS, with 23 years of industry experience. Ethel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 138 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated for ultra-large accounts (over $10 million per household) or accounts affiliated with existing accounts.
Fee Estimator
Location
Lenexa, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vzd Capital Management LLC
Previous Registrations
Paragon Capital Management LLC
Charles Schwab & CO., INC.
State Registrations1 state
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