Davis Capital Advisors (DCA) is a registered investment advisor that offers ongoing investment management services tailored to each client's individual goals. DCA creates personalized investment plans and manages portfolios based on those plans. DCA may manage accounts with or without the authority to make trades without asking you first. DCA's fees come from investment management fees and potentially performance-based fees. DCA also receives commissions on client purchases of financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $999K | 1.35% |
| $999K - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.05% |
| $5M+ | 0.95% |
Fees are negotiable. DCA may group certain related client accounts for the purposes of determining the annualized fee. Clients who direct brokerage to DCA's related broker dealer, Davis Securities, will pay commissions. DCA also offers wrap fee accounts with different fee schedules.