DaVinci Financial Designs offers a range of services including financial planning, asset management, and business financial planning. They create tailored investment portfolios using mutual funds, stocks, bonds, and ETFs. DaVinci's representatives are independent contractors also registered with LPL Financial. They provide ongoing advice and account supervision, adjusting strategies based on client needs and market conditions.
Assets Under Management$200M
Clients686
Advisors5
Avg. per Client$290K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.60% |
| $50K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated, but will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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