D.A.C. Davis Investment Counsel, INC.

Assets Under Management

$12.3M

Number of Clients

14

Number of Advisors

N/A

Avg. Portfolio per Client

$876K

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)

About This Firm

D.A.C. Davis Investment Counsel, Inc. is an investment management firm that provides investment management services to residents and citizens of the United States. The firm focuses on dividend-paying, mid to large capitalization securities, allocating investments based on client risk tolerances.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $3.0M1.25%
$3M+0.75%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementHigh Net Worth
Loading...
Location

23 Bedford Road, Suite 100, Toronto, Ontario, M5R 2J9

0 Advisors at this firm

No advisors found for this firm.