Davis Capital Management offers ongoing investment management and financial planning services. Investment management involves continuous monitoring of client accounts and making trades when necessary. Financial planning focuses on a client’s overall financial situation, including investments, tax planning, asset allocation, and retirement planning. Davis Capital Management works with clients to determine their investment objectives and suitability information.
Assets Under Management$230M
Clients225
Advisors4
Avg. per Client$1M
Avg. per Advisor$56M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable based on the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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