Davis Private Wealth, LLC

Financial Advisor in Wellington, FL

Firm Info
Address: 1035 S State Rd 7 #315-25, Wellington, FL 33414, USA
Phone: (561) 284-8999

Firm Size
Assets Under Management: $116 million
# of Advisors: 2
# of Clients: 356
Client to Advisor Ratio: 178:1
Average Account Size: $325,843
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Davis Private Wealth, LLC Overview

Davis Private Wealth, LLC is a Fee Only registered investment advisory firm located in Wellington, FL. Since its establishment in 2021, the firm has built a reputation for providing top-notch investment advice to its clients. As a Fee Only firm, it does not receive any compensation from commissions or other fees, which ensures unbiased recommendations for clients. The firm offers financial planning services to help clients achieve their long-term financial goals. With its team of expert financial advisors, Davis Private Wealth, LLC provides clients with comprehensive financial plans that are tailored to their individual needs. Another essential service that the firm offers is portfolio management for individuals and small businesses. The firm's investment professionals work tirelessly to create and manage portfolios that align with clients' investment objectives and risk tolerance. In summary, Davis Private Wealth, LLC is a young and dynamic investment advisory firm that provides fee-only financial planning and portfolio management services to clients. With its headquarters in Wellington, FL, the firm's goal is to help clients achieve financial success through tailored investment strategies and excellent customer service.

Davis Private Wealth, LLC serves a diverse range of clients. They cater to individuals who seek personalized financial advice and guidance. Additionally, the firm is equipped to handle the complexities of high net worth individuals. The team at Davis Private Wealth also works with pension and profit sharing plans. These clients have unique needs and require specialized knowledge and expertise. The team at Davis Private Wealth is dedicated to serving each of their clients with the utmost care and attention, regardless of their background or financial situation. When it comes to fee structures, Davis Private Wealth, LLC offers several options depending on the service provided. Their most common fee structure is a percentage of AUM, or assets under management. This is a fee that is calculated as a percentage of the total value of a client's investments that are being managed by the firm. Alternatively, clients can opt for an hourly fee structure, which is charged based on the amount of time spent working with the client. This is a good option for those who need assistance with specific tasks or projects. Finally, the firm also offers fixed fees for certain services, providing clients with a transparent and predictable cost. Davis Private Wealth believes in offering a variety of fee structures to suit the diverse needs of their clients.

Typical Clients, Fee Structures & Investment Minimum

According to Davis Private Wealth LLC's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Wellington, FL Residents

Davis Private Wealth, LLC is a leading financial advisory firm that provides personalized financial planning services to clients residing in Wellington, FL. With a team of qualified and experienced financial advisors, the firm offers a wide range of customized solutions to meet the unique financial goals and objectives of clients. They understand that each client has different financial needs and challenges, and therefore, they take a comprehensive approach to financial planning. Their tailor-made financial planning services include investment planning, retirement planning, estate planning, risk management, tax planning, and more. Wellington, being a prominent equestrian community, has unique financial challenges, especially for those who own horses and properties. Davis Private Wealth, LLC provides guidance on managing and protecting equestrian assets and offers a full range of services related to wealth management and preservation, including investment and estate planning. Whether you are a professional equestrian or a horse owner, the firm's advisors provide expert guidance on how to manage your finances and investments, so you can focus on what you do best. Overall, Davis Private Wealth, LLC is a trusted partner for clients in Wellington, FL, helping them achieve their financial goals and dreams.


Services Offered by Davis Private Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Davis Private Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1035 S State Rd 7 #315-25, Wellington, FL 33414, USA
Phone (561) 284-8999
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Davis Private Wealth, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Mississippi

Disciplinary History

Davis Private Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs