Davinci Capital Management INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Davinci Capital Management provides investment advice and asset management to individuals and retirement plans. For individuals, Davinci helps determine investment objectives and risk tolerance, selects appropriate investment strategies, and reviews those strategies on an ongoing basis. For retirement plans, Davinci assists plan sponsors with their responsibilities and provides investment advice to the plan and its participants.

Assets Under Management$40M
Clients85
Advisors6
Avg. per Client$470K
Avg. per Advisor$6.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Davinci Capital Management offers investment management services where fees range from 0.25% to 2% of the value of your portfolio annually. The specific fee is negotiable between you and your advisor, and depends on the level and complexity of the services provided. Davinci also offers third-party money management services where fees range from 0.50% to 2% of total assets.

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Location

6 Advisors at this firm

Davinci Capital Management INC. | TrueAdvisor