Davies Wealth Management provides investment advice, financial planning, and insurance services. Davies offers financial planning, asset management, asset allocation strategies, and insurance services to individuals, high net worth individuals, corporations and other businesses. The firm tailors its services to each client's unique needs.
Assets Under Management$15M
Clients70
Advisors1
Avg. per Client$220K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Advisory fees may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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