Troy Lerche is a CFP-designated registered investment advisor at Davis Capital Management, based in Jacksonville, FL, with 9 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 225 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable based on the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.
Fee Estimator
Contact
Troy Lerche
Location
4788 Hodges Blvd, Ste # 201, Jacksonville, FL, 32224
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Davis Capital Management
Previous Registrations
Camarda Wealth Advisory Group
Firstwave Financial
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams