R.M. Davis is an independent registered investment advisor based in Portland, Maine, and Portsmouth, New Hampshire, managing billions of dollars in client portfolios. Founded in 1978 and employee-owned, the firm specializes in tailored investment management, utilizing individual stocks, bonds, exchange-traded funds, and mutual funds. Alongside core portfolio management, R.M. Davis offers integrated wealth management and financial planning, covering retirement and Medicare planning, tax strategies, estate and gift planning, education funding, and insurance insights. The firm also provides trustee and trust administration services as well as personal affairs management, such as household bill-paying and financial organization. R.M. Davis works primarily with individuals, families, trusts, estates, and charitable organizations, typically requiring a minimum relationship size of $1,000,000, though smaller accounts may be accepted with a minimum annual fee.
Fee Structure
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% |
Fees may be negotiated for large accounts. Certain charitable organizations, municipalities, or non-profit organizations may be offered up to a 20% discount.