Davis Private Wealth offers portfolio management services based on individual client goals, objectives, and risk tolerance. They create an Investment Policy Statement for each client. DPWL also offers financial planning and consulting services, either comprehensive or specific, on a one-time or ongoing basis. Retainer services are available for ongoing financial planning and consulting needs.
Assets Under Management$190M
Clients144
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$96M
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Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are generally negotiable. Minimum portfolio value is generally $200,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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