Brian Davet is a PFS-designated registered investment advisor at R & J Financial Partners, LLC, based in Winchester, VA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 29 clients with $64M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be reduced for immediate family members of R & J Financial Partners' members and employees of Rutherford & Johnson, P.C. and R & J Financial Partners.
Fee Estimator
Location
116 Medical Circle, Winchester, VA, 22601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian is a 10% owner of Rutherford & Johnson, P.C., an unaffiliated CPA firm, dedicating nearly full-time hours to tax preparation and planning. He also holds minor interests in two commercial real estate rental partnerships, BRICIN, LLC and DAVET Family Limited Partnership, requiring minimal time commitment.
Employment History
Current Registrations
R & J Financial Partners, LLC
Previous Registrations
Verus Financial Partners
State Registrations1 state
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