How does DAVIS SELECTED ADVISERS LP help its clients?
With over 50 years of experience, DAVIS SELECTED ADVISERS LP is a trusted financial advisor that provides personalized and comprehensive services to its clients. Their team of experts have a deep understanding of the financial industry, allowing them to assist their clients in navigating the complex world of investments and achieving their financial goals.
Facts and Insights
Here are some key facts and insights about DAVIS SELECTED ADVISERS LP:
- Assets Under Management: As of 2021, DAVIS SELECTED ADVISERS LP manages over $30 billion in assets for its clients.
- Number of Advisors: DAVIS SELECTED ADVISERS LP has a team of 36 advisors, each with a specific area of expertise.
- Time in Business: Founded in 1969, DAVIS SELECTED ADVISERS LP has over 50 years of experience in providing financial services.
Financial Services Offered
DAVIS SELECTED ADVISERS LP offers a wide range of financial services to its clients, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
DAVIS SELECTED ADVISERS LP is dedicated to serving a diverse range of clients, including:
- Individuals and Families
- Business Owners
- Institutions
- Non-Profit Organizations
Fees & Compensation
Like any financial advisor, DAVIS SELECTED ADVISERS LP charges a fee for its services. However, they pride themselves on being transparent and upfront about their fees and compensation structure. They primarily charge a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.
It’s worth noting that DAVIS SELECTED ADVISERS LP does not receive any kickbacks or commissions from third-party financial products, ensuring that their advice is unbiased and in the best interest of their clients.
Background
DAVIS SELECTED ADVISERS LP was founded in 1969 by Shelby M.C. Davis, a renowned financial expert and investor. Since then, the company has grown to become a leading investment advisor with a dedication to providing personalized and expert financial services to its clients.
Financial Advisor Disclosures to Know
Before seeking services from any financial advisor, it’s essential to understand their potential conflicts of interest and any past disciplinary or legal action. Here are some important disclosures to know about DAVIS SELECTED ADVISERS LP:
- DAVIS SELECTED ADVISERS LP has a clean disciplinary record and has not faced any legal action.
- The majority of DAVIS SELECTED ADVISERS LP’s revenue comes from their asset-based fee, which may create a conflict of interest if they recommend clients to invest more assets with them.
- Some of DAVIS SELECTED ADVISERS LP’s advisors may also be registered representatives with a broker-dealer, which could result in them receiving commissions for recommending certain financial products.