Theodore Davies is a registered investment advisor at Maven Capital Partners, LLC, based in Atlanta,, GA, with 4 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maven Capital's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The typical range of fees is between 0.60% and 1.0% per year, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee.
Location
3166 Mathieson Drive, Suite 200, Atlanta,, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore is a Managing Partner and employee at Reicon Capital, LLC, an investment-related business, since 2000. He spends about 10-20% of his time finding and reviewing investment opportunities, with 20 hours per week during securities trading hours.
Employment History
Current Registrations
Maven Capital Partners, LLC
Reicon Wealth Advisors, LLC
State Registrations1 state
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