Davivienda Advisors offers investment advice and portfolio management services tailored to individual client goals and risk profiles. They offer both a digital platform with algorithm-recommended portfolios and non-digital advisory services with customized portfolios. Davivienda acts as a fiduciary, prioritizing client interests and adhering to ethical standards. They may use third-party sub-advisors to enhance portfolio management.
Assets Under Management$110M
Clients124
Advisors1
Avg. per Client$880K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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