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

Fee-Only (% of Portfolio)

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.

Assets Under Management$12M
Clients14
AdvisorsN/A
Avg. per Client$880K
Avg. per AdvisorN/A

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
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Location

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