Michael Wood is a CFA-designated registered investment advisor at R M Davis INC, based in Portland, ME, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 2,437 clients with $8.2B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.35% |
Fees may be negotiated for large accounts. Certain charitable organizations, municipalities, or non-profit organizations may be offered up to a 20% discount.
Fee Estimator
Location
24 City Center, Portland, ME, 04101-4069
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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 →Employment History
Current Registrations
R M Davis INC
Previous Registrations
Cmh Wealth Management, LLC
Ram Trust Services INC
State Registrations2 states
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.
Exams
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