Davies Financial Advisors, INC.
Assets Under Management
$288.2M
Number of Clients
301
Number of Advisors
3
Average Client AUM
$957K
AUM per Advisor
$96.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Davies Financial Advisors provides financial planning and asset management services. They offer individual financial planning, discretionary investment management, and access to Commonwealth programs like Retirement Plan Consulting and PPS Custom/Select. The firm manages assets on a discretionary basis and works with various client types.
Fee Structure
Davies Financial Advisors charges fees for asset management based on a percentage of assets under management, typically ranging 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. Financial planning services are offered on an hourly basis ($250-$500/hour) or a fixed fee basis ($7,500-$150,000 per engagement). Retirement Plan Consulting fees are negotiable and can be asset-based, flat, or hourly (up to $500/hour). All advisory program and service fees are negotiable.
Areas of Practice
Location
25109 Jefferson Ave, Suite 205, Murrieta, CA, 92562