Pravin Davrey
Pravin Davrey is a registered investment advisor at Emerald Pacific Investment Advisors LLC, based in Tacoma, WA, with 16 years of industry experience. Pravin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.40% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable with individual clients based on factors such as complexity, financial needs, and expectation of future assets under management.
Fee Estimator
Location
Tacoma, WA
Get directionsHistory
Regulatory History (5)
Regulatory
March 2025Civil
September 2007Regulatory
September 2007Regulatory
August 2002Customer Dispute
August 2000Other Business Activities
Pravin is a managing principal and mortgage broker at Emerald Pacific Capital, LLC, a consumer loan company. He dedicates about a quarter of his time to originating mortgage loans, including 40 hours per month during trading hours.
Employment History
Current Registrations
Emerald Pacific Investment Advisors LLC
Previous Registrations
Lloyd, Scott & Valenti, LTD.Broker
Optionsxpress, INC.Broker
Davrey Financial Services, INC.Broker
Clayton Securities Services, INC.Broker
Sunpoint Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.