How does the advisor help clients – Key Takeaways:
R M DAVIS INC is a reputable financial advisory firm that prides itself on its expertise in providing financial solutions to its clients. With a team of experienced and knowledgeable advisors, the company strives to offer personalized and comprehensive services to assist clients in managing their wealth and achieving their financial goals.
Facts and Insights
Founded in 1978, R M DAVIS INC has been in the business for over 40 years, accumulating a wealth of knowledge and experience in the financial industry. The firm is headquartered in Portland, Maine, and has a team of over 50 advisors nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2019 | $2.5 | 53 |
| 2018 | $2.2 | 48 |
| 2017 | $1.8 | 42 |
Financial Services Offered
R M DAVIS INC offers a wide range of financial services to help clients manage, grow, and protect their assets. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The company also provides advice on alternative investments, such as real estate and private equity.
Client Types
The firm serves a diverse group of clients, including high-net-worth individuals, families, business owners, and institutions. R M DAVIS INC understands that each client has unique financial needs and goals, and thus provides personalized services to cater to their specific requirements.
Fees & Compensation
R M DAVIS INC operates on a fee-only model, which means that the firm earns solely from the fees paid by its clients for services provided. This ensures that the advisors’ compensation is not influenced by a third party, such as commissions or product sales, allowing them to act solely in the best interests of their clients.
Background
R M DAVIS INC was founded by Robert M. Davis, who had a vision of providing unbiased and objective financial advice to his clients. This vision still remains the cornerstone of the firm’s operations, and the team at R M DAVIS INC continues to adhere to the highest ethical standards and fiduciary duty in working with clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, R M DAVIS INC is required to provide full disclosure of any conflicts of interest or instances of disciplinary actions by its advisors. Clients can easily access this information on the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).
In conclusion, R M DAVIS INC is a trusted financial advisor that offers a wide range of services to help clients achieve their financial goals. With its experienced team, transparent fee structure, and commitment to providing objective advice, the firm continues to be a top choice for individuals and institutions seeking financial guidance.