Davis Advisors provides investment management services for various types of clients, including registered investment companies, unregistered investment companies, offshore funds, private accounts, and managed money/wrap account programs. Davis Advisors manages client accounts in various investment strategies, including large-cap value, concentrated equity, and global companies. Davis Advisors does not provide financial planning services.
Fee Structure
Davis Advisors' fees are based on a percentage of the assets they manage. The specific fees depend on the type of service (advisory vs. sub-advisory), the type of client (investment company vs. private account), the investment strategy, and the size of the account. Fees are negotiable based on the client's circumstances.