Rone Davis
Rone Davis is a CFP, ChFC-designated registered investment advisor at Daviman Financial, LLC, based in Noblesville, IN, with 23 years of industry experience. Rone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 235 clients with $150M 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 | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for accounts over $7,500,000.
Fee Estimator
Location
Noblesville, IN
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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 →Other Business ActivitiesSells Insurance
Rone is the owner/chief investment officer/investment advisor representative of Daviman Financial, LLC, and president/trustee services for Back 9 Trust Services, LLC. Rone also operates under the DBA name of Innovative Insurance, LLC, dedicating a few hours per week to assisting in group sales and management decisions for non-registered insurance products.
Employment History
Current Registrations
Daviman Financial, LLC
Previous Registrations
Rejoyce Wealth Management LLC
Eagle Strategies LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.