Davis Private Wealth, LLC

Davis Private Wealth, LLC is a Registered Investment Adviser founded in October 2016 and based in Wellington, Florida. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation. Davis Private Wealth requests discretionary authority from clients to select securities and execute transactions without prior permission. The firm's investment philosophy focuses on long-term trading strategies, aiming to provide fair and equitable allocation of investment opportunities among clients. Davis Private Wealth does not offer wrap programs but provides financial planning/consulting services, including customized valuation reports for dental practices and retainer services for ongoing financial planning needs. The firm charges portfolio management fees based on a tiered structure, with a minimum portfolio value set at $400,000. Financial planning/consulting fees can be fixed or hourly. Clients may terminate the agreement within five business days for a full refund. The firm does not have performance-based fees or side-by-side management. Davis Private Wealth generally serves individuals, high-net-worth individuals, and retirement plans, with a minimum portfolio value of $400,000 for advisory services. The firm's investment strategies include fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Clients' accounts are reviewed quarterly, and the firm provides written reports detailing account information. Davis Private Wealth does not accept compensation for the sale of investment products and has no disciplinary events to report. The firm recommends custodians/broker-dealers based on best execution practices and receives economic benefits from Charles Schwab, Altruist, and Betterment. Clients have the option of granting discretionary authority for investment decisions, and the firm does not accept voting authority for client securities.