Davis Barry is a CFP-designated registered investment advisor at Enriched Advice, based in Richmond, VA, with 1 years of industry experience. Davis 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. At no point will the fee deducted from managed accounts exceed 2% of assets under management. The advisor may reduce the minimum account requirement of $450,000 thus reducing the minimum of the $9,000 fee.
Fee Estimator
Contact
Davis Barry
Location
Richmond, VA
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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
Enriched Advice
State Registrations1 state
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