R M Davis INC
Assets Under Management
$7.3B
Number of Clients
2,373
Number of Advisors
22
Avg. Portfolio per Client
$3.1M
Avg. Managed per Advisor
$330.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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% |
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
Areas of Practice
Location
24 City Center, Portland, ME, 04101-4069