O'Bannon & Davis Inc. is a registered investment advisory firm that offers asset management, financial planning, tax and estate planning, and insurance advice. They create custom investment portfolios based on your individual needs and goals. They also offer financial plans covering various aspects of your financial life. O'Bannon & Davis also provides consulting services on investment-related matters.
Assets Under Management$63M
Clients477
Advisors2
Avg. per Client$130K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are subject to negotiation and at the sole discretion of O’Bannon & Davis Inc.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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