Daviman Financial provides financial planning, investment management, retirement plan consulting, and investment consulting services. Daviman works with clients to develop financial plans, manage investments, and provide retirement plan consulting. Daviman also offers additional services such as retirement income planning, education planning, and tax planning.
Assets Under Management$150M
Clients235
Advisors3
Avg. per Client$650K
Avg. per Advisor$51M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for accounts over $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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