Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
You'll typically pay an annual management fee based on the value of your assets (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. Fees are subject to negotiation. Accounts may be subject to a minimum fee of $2,500. Basic financial planning is included for asset management clients. Financial planning is also offered separately for a fixed fee. Consulting services are available at a fixed or hourly rate.
Areas of Practice
Advisor Information
Office location
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Davi is a committee member for Hillels of Georgia and a board of trustees member for Atlanta Jewish Academy, dedicating minimal time to each. Davi is also an agent for Aprio Risk Management and an employee/partner at Aprio, LLP, a CPA firm, where he spends full-time hours, including time during securities trading hours.