Davis Financial Services provides investment management and financial planning services. Investment strategies are tailored to each client's goals, time horizon, and risk tolerance. Financial planning is offered as part of asset management or separately for a fee. Davis Financial Services does not hold client funds; assets are managed within brokerage accounts at a qualified custodian.
Assets Under Management$78M
Clients170
Advisors1
Avg. per Client$460K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Investment advisory fees are negotiable based on the scope and complexity of the services, the amount of time and expertise required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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