Davis, Davis and Conover Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Davis, Davis and Conover Wealth Management provides financial planning and wealth management services. They create financial plans to help clients reach their financial and retirement goals. They also offer consulting services involving a review of wealth management concerns, such as reviewing investment options in 401(k) plans. For wealth management services, they focus on asset allocation and total portfolio management with a focus on retirement income planning, education funding, charitable giving, cash-flow distribution, and estate planning.
Assets Under Management$170M
Clients154
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
- Comprehensive financial plan — $1,500 to $5,000, depending on the complexity of the plan.
- Consulting services — $250 per hour.
One-Time Plan:$1,500 - $5,000
Hourly Rate:$250/hr
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