Davy Global Fund Management (DGFM) provides management company services for investment funds and manages individual portfolios for various clients, including banks, pensions, charities, and insurance companies. For U.S. clients, DGFM offers global and international equity mandates using a quality, Quantamental, ESG investment process. DGFM believes high-quality companies outperform over the long term. DGFM has a U.S. office in Chicago, but all final account approvals remain in Dublin.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $500.0M | 0.45% |
| $500M+ | 0.35% |
Investment management fees are negotiable in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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