Davidov Financial Coaching provides portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage client portfolios, typically using mutual funds, ETFs, and other securities. The firm also offers financial planning services covering areas like retirement, college, and debt planning. Michael Davidov, the principal owner, is also an attorney, insurance agent, and real estate broker, which may present conflicts of interest.
Assets Under Management$110M
Clients337
Advisors2
Avg. per Client$340K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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