Davis Wealth Advisors provides investment advice and financial planning to individuals and businesses. Services include wealth management (investment management and financial planning), financial planning on its own, business and financial consulting, pension consulting, and educational seminars. Davis Wealth Advisors can manage investments with or without discretion, meaning they can make trades for you or require your approval first.
Assets Under Management$160M
Clients85
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
In addition to the investment management fee, there is also a fixed financial planning fee that ranges from $5,000 to $60,000 per year. The minimum annual fee for wealth management services is $12,000, which includes both the investment management and financial planning fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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