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 Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $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
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Location
23 Bedford Road, Suite 100, Toronto, Ontario, M5R 2J9
0 Advisors at this firm
No advisors found for this firm.