Davisson Investment provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Services include investment strategy, asset allocation, asset selection, portfolio monitoring, periodic rebalancing, and annual strategy review. Davisson Investment charges fees based on a percentage of assets under management or hourly rates.
Assets Under Management$18M
Clients7
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 2.00% |
| $15M+ | 1.50% |
First year under registered investment advisor fee is 0.75%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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