Reg Davis Investments provides investment management services to individuals. The firm is fee-only, meaning it doesn't receive commissions for buying or selling investments. They invest primarily in individual stocks, exchange traded funds (ETFs), and mutual funds. The firm's initial meeting is free to determine if their services are beneficial to you.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Reg Davis Investments charges a percentage of your portfolio annually, ranging from 0.25% to 2%. These fees are negotiable. The fee is based on the daily value of your investments and is charged after the period. You'll need to agree to have the fees directly debited from your investment account. There is a minimum account size of $5,000.
Loading...