Davies Financial Advisors is a registered investment advisor that has been in business since 2004, offering financial planning and asset management services to clients. The firm manages investment portfolios on a discretionary or non-discretionary basis, helping clients build diversified portfolios using stocks, bonds, mutual funds, exchange-traded products, and alternative investments. In addition to portfolio management, Davies Financial Advisors provides individual financial planning covering retirement planning, tax strategies, estate planning, education funding, and risk management. The firm also offers access to Commonwealth Financial Network's retirement plan consulting and specialized model portfolio programs. Davies Financial Advisors works with a wide range of clients, including individuals, high-net-worth families, pension and profit-sharing plans, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.25% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K+ | 1.50% |
Typical management fee ranges from 0.75% to 1.40% on a blended fee basis for a household, with a maximum fee of 2.25% on any single account. All fees are negotiable.