Davivienda Advisors provides personalized investment advisory services through both a digital platform and traditional non-digital accounts. The firm acts as a registered investment advisor, delivering tailored discretionary and non-discretionary portfolio management. Through its digital platform, Davivienda Advisors offers access to model portfolios supported by BlackRock and proprietary strategies, with trade execution handled via digital platforms and custodians like Interactive Brokers. For non-digital clients, the firm designs customized portfolios across various asset classes, utilizing research-backed strategies and evaluating each client's specific investment objectives, goals, and risk tolerance. Davivienda Advisors also engages third-party sub-advisors and utilizes affiliated entities for client referrals, maintaining a fiduciary commitment to prioritize client interests while managing potential conflicts through full disclosure.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Management fees for assets over $1,000,000 are negotiable.