Davies Financial Advisors provides financial planning and investment management services to individuals and businesses. The firm offers personalized financial plans covering investment planning, retirement planning, business owner planning, education funding, estate planning analysis, and risk management. For investment management, Davies Financial Advisors works with clients to develop an appropriate asset allocation strategy and manages client accounts with discretion, though clients can elect for non-discretionary management.
Fee Structure
Davies Financial Advisors offers investment management services where fees are based on a percentage of the assets managed. The management fee typically ranges from 0.75% to 1.4% on a blended fee basis for a household, with a maximum fee of 2.25% on any single account. Clients participating in the PPS Select Program will pay a total account fee that consists of a combination of a management fee and a program fee. The management fee typically ranges from 0.75% to 1.4% on a blended fee basis for a household, with a maximum fee of 2.25% on any single account. In addition to the annual management fee, all clients participating in PPS Select will pay an annual program fee. There are several different PPS Select model portfolios with program fees that vary; however, the maximum fee within the PPS Select program is as follows: First $250,000 0.60%, Next $250,000 0.50%, Next $500,000 0.45%, Next $1,000,000 0.40%, Next $3,000,000 0.35%, Next $5,000,000 or more 0.30%.