Andrew Davis is a registered investment advisor at Schiff Wealth Advisors, LLC, based in Baltimore, MD, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $40M 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 $200K | 2.75% |
| $200K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
The aggregate fee charged by SWA will never exceed 3.00% of the client’s assets under management.
Fee Estimator
Location
100 West Road, Suite 410, Baltimore, MD, 21204
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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
Schiff Wealth Advisors, LLC
Previous Registrations
Court Place Advisors LLC
Tiaa-Cref Advice and Planning Services
Brown Advisory Securities, LLC
State Registrations1 state
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