R.M. Davis is a registered investment advisor offering investment management, financial planning, and wealth management services. The firm manages investments in stocks, bonds, mutual funds, and exchange-traded funds. Financial planning covers estate planning, education funding, retirement, Medicare, and tax matters. Personal affairs management assists with household finances. Trustee services are also offered for client trusts.
Assets Under Management$7.3B
Clients2,373
Advisors22
Avg. per Client$3.1M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.35% |
Charitable organizations, municipalities, or certain approved non-profit organizations, at the discretion of the Company, are sometimes offered up to a 20% discount on the Standard Management Fees. The Company reserves flexibility to negotiate deviations from the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
22 Advisors at this firm
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