Davis Investment Partners offers wealth management and financial planning services. They work with individuals, high-net-worth individuals, families, trusts, estates, and small businesses. Davis Investment Partners creates customized investment portfolios using individual stocks, exchange-traded funds (ETFs), and bonds. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance needs. Davis Investment Partners acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Davis Investment Partners charges a percentage of your portfolio each year for wealth management services. The annual fee ranges from 0.50% to 1.50% depending on the complexity of your situation, the amount you invest, and your overall relationship with Davis Investment Partners. Fees are paid quarterly, in advance.