Broker Check

Client Service Model

All Davies Wealth Management clients receive

•  -Annual fee of 1.50% on assets under management

•  - Professional investment management

•  - Bi-Annual financial review

•  - Regular account statements by mail

•  - Prompt phone and email support

•  - Weekly economic and stock market update by email

•  - Quarterly research papers 

•  -Invitation to select client events

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GOLD clients ($500,000 to $3 million) receive in addition to listed items

•  - Discounted fee of 1.0% on assets under management

•  - Seasonal Perspectives magazine

•  - Complimentary estate plan review with a qualified attorney

•  - Discounted tax return preparation

•  - Invitation to all client events

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PLATINUM clients ($3 million+) receiveIn addition to the items listed

•  -Discounted fee of 0.5% on assets under management

•  - Financial reviews as desired

•  - Complimentary tax return preparation

•  - VIP access to select client events

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Please remember to contact Davies Wealth Management, LLC, in writing, if there are any changes in your personal/ financial situation or investment objectives for the purpose of reviewing/ evaluating/revising our previous recommendation and/or services, or if you want to impose, add, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Davies Wealth Management LLC effect any specific transactions for your account. Please be advised that there can be no assurance that any e-mail request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.