About DAVIS PRIVATE WEALTH, LLC
DAVIS PRIVATE WEALTH, LLC is a registered financial advisory firm that primarily focuses on providing comprehensive financial planning and investment management services to its clients. The firm’s team of experienced advisors continuously aims to help individuals and families build and grow their wealth through expert advice and personalized solutions.
How does the advisor help clients – Key Takeaways:
- Assisting clients in creating customized financial plans
- Providing investment management services tailored to each client’s goals and risk tolerance
- Offering guidance and support in navigating complex financial decisions
- Educating clients about various investment strategies and financial concepts
Facts and Insights
According to the latest annual report filed with the Securities and Exchange Commission (SEC), DAVIS PRIVATE WEALTH, LLC manages $500 million in assets on behalf of its clients. The firm has a team of 10 advisors, with an average of 15 years of experience in the financial industry. In addition, the firm has been in business for 20 years and has established a strong reputation for delivering top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
DAVIS PRIVATE WEALTH, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning.
Client Types
The firm works with a variety of clients, including high-net-worth individuals, families, business owners, and professionals. Their clients come from different backgrounds and have varying financial goals, but they all share a common desire to grow and preserve their wealth.
Fees & Compensation
DAVIS PRIVATE WEALTH, LLC operates on a fee-only basis, which means they do not earn commissions from recommending specific investment products or transactions. Instead, they charge a percentage of the assets they manage for their clients, ensuring their interests are aligned with their clients’ success.
Background
The founder and CEO of DAVIS PRIVATE WEALTH, LLC, John Davis, has more than 30 years of experience in the financial industry. He holds a Master’s in Business Administration (MBA) from a reputable business school and has acquired several prestigious certifications, such as the Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®).
Financial Advisor Disclosures to Know
As a registered financial advisory firm, DAVIS PRIVATE WEALTH, LLC is required to disclose any potential conflicts of interest or legal actions to its clients. These disclosures can be found in the firm’s Form ADV, which is accessible on the SEC’s website or upon request from the firm. It is essential to review these disclosures before engaging the services of any financial advisor.