Davis-Ross Investment Advisers, LLC

Fee-Only (% of Portfolio)

Davis-Ross Investment Advisers operates as the general partner and investment manager for a private hedge fund called the DRMM Total Return Fund I, LP. The firm focuses on managing investments in financial services equities and alternative investments using fundamental and technical analysis, along with strategies such as long-term investing, short-term trading, margin, and options trading. All individual clients participate as limited partners in the fund. The firm is managed by Mark Allen Davis and Alan Blair Ross.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee is 1% annually, charged monthly. The firm also charges a 20% performance fee (preferred profit participation) on new profits.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Davis-Ross Investment Advisers, LLC - Fees, AUM & Advisors | TrueAdvisor