Davis Advisors offers investment advisory services, managing portfolios for registered and 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 international companies. Davis Advisors does not provide financial planning, tax, accounting, or legal services.
Fee Structure
Davis Advisors' fees for managing investments are based on a percentage of the assets. The specific fees depend on the type of service (advisory vs. sub-advisory), the type of account (investment company vs. private account), the investment strategy, and the size of the account. Fees are negotiable and can vary based on the client's circumstances. Fees for large-cap value, concentrated equity, multi-cap equity, financial services, international companies, global companies, real estate companies, and balanced private account clients are expected to range from 0.35% to 0.60% annually.