Ravi Davis
Ravi Davis is a CFP-designated registered investment advisor at Hippocratic Financial Advisors, based in Westlake Village, CA, with 12 years of industry experience. Ravi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 382 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for portfolio management services is generally up to 1.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. There is no minimum annual fee, and our advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
30700 Russell Ranch Road, Suite 250, Westlake Village, CA, 91362
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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
Ravi is a partner in Hippocratic Tax & Accounting Services and Hippocratic Insurance Services, and an owner of Hippocratic Family Offices, LLC. He receives compensation from the insurance agency through commissions and spends minimal time on the technology consulting firm.
Employment History
Current Registrations
Hippocratic Financial Advisors
Previous Registrations
Hippocratic Financial Advisors
Advanced Practice Advisors, LLC
Valmark Advisers, INC.
Hippocratic Financial Advisors
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.