About DAVINCI CAPITAL MANAGEMENT INC.
DAVINCI CAPITAL MANAGEMENT INC. is a financial advisory firm that specializes in helping clients achieve their long-term financial goals. Founded in 2005, the firm has over 15 years of experience in the industry and is currently based in New York City.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services and solutions to meet individual client needs
- Utilizes a team-based approach to ensure comprehensive and objective advice
- Works closely with clients to understand their goals, risk tolerance, and time horizon
- Regularly reviews and adjusts strategies to ensure alignment with clients’ changing needs
Facts and Insights
As of December 2020, DAVINCI CAPITAL MANAGEMENT INC. manages over $1 billion in assets. The firm has a team of 10 experienced financial advisors who have a combined total of 100 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15+ years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance solutions
Client Types
DAVINCI CAPITAL MANAGEMENT INC. works with a wide range of clients, including individuals, families, high-net-worth individuals, and businesses. The firm’s services are tailored to meet the unique needs of each client.
Fees & Compensation
Different services may have different fee structures. For investment management services, DAVINCI CAPITAL MANAGEMENT INC. charges a percentage of assets under management. The firm follows a fee-only structure, which means they do not earn commissions or fees for selling specific products. This allows the advisors to provide unbiased and objective advice to clients.
Background
DAVINCI CAPITAL MANAGEMENT INC. was founded by a team of experienced financial professionals with a passion for helping clients reach their financial goals. The firm’s mission is to provide personalized and comprehensive financial solutions to its clients, based on their unique needs and circumstances.
Financial Advisor Disclosures to Know
As a registered investment advisor, DAVINCI CAPITAL MANAGEMENT INC. is held to the fiduciary standard, meaning they are legally required to act in the best interest of their clients. The firm has a clean compliance record with no disciplinary actions taken against it.