Davis Financial Management (DFM) offers asset allocation and portfolio monitoring services, creating portfolios primarily with mutual funds and exchange-traded funds (ETFs). DFM also provides financial planning services, including customized written reports addressing personal finances, education, taxes, retirement, investments, and estate planning. DFM works with individuals, high net worth individuals, small businesses, and retirement plans.
Assets Under Management$130M
Clients77
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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