Hippocratic Financial Advisors is a registered investment advisor based in Westlake Village, California, founded by Ravi Davis. The firm provides personalized wealth management, investment advisory services, and financial planning tailored to each client's risk tolerance, time horizon, and goals. Investment portfolios are diversified using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments when appropriate. In addition to wealth management and comprehensive financial planning covering retirement, estate, tax, and insurance needs, Hippocratic Financial Advisors offers dedicated student loan analysis and management services, including repayment and forgiveness strategies. The firm acts in a legally required best-interest capacity for retirement accounts and operates on a fee-only basis, ensuring no commissions are earned from selling investment products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is generally up to 1.5% depending on asset value and service complexity. Fees are negotiable.