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RD
CFP
RD
CFP

Ravi Davis

Hippocratic Financial Advisors
12 Years of Experience
Westlake Village, CA
Sells Insurance
View SEC Summary
View SEC Summary

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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 382 clients with $230M in assets under management.

Hippocratic Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
382 clients
Average Client Portfolio
$599K average
Assets Under Management
$229.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee is generally up to 1.5% depending on asset value and service complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Westlake Village, CA

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History

Regulatory History
Clean regulatory record

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.

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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
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Hippocratic Financial Advisors
February 2016 - December 2017 · 1 yr 10 mos
Advanced Practice Advisors, LLC
March 2015 - June 2018 · 3 yrs 3 mos
Valmark Advisers, INC.
April 2014 - March 2015 · 11 mos
Hippocratic Financial Advisors
December 2013 - December 2015 · 2 yrs
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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