Paul Davis is a CFA, CIC-designated registered investment advisor at Marble Harbor Investment Counsel, LLC, based in Boston, MA, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 216 clients with $1.3B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Marble Harbor may charge a flat dollar fee. Clients that invest in one or more of the Private Funds pay a performance-based fee (“an incentive fee”) on the assets invested in the Private Fund. Discounts may be offered to family members and friends of associated persons of Marble Harbor.
Fee Estimator
Location
101 Federal Street, Suite 2920, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marble Harbor Investment Counsel, LLC
State Registrations2 states
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