Overview

Headquarters
Rehoboth Beach, DE
Total Firm Assets
$382 million
Average High-Net-Worth Client Portfolio Size
$1.6 million

Fee Disclosure

Source: DRAVO BAY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $2,000,000 1.05%
$2,000,001 $3,000,000 0.92%
$3,000,001 $4,000,000 0.79%
$4,000,001 $5,000,000 0.66%
$5,000,001 $7,500,000 0.54%
$7,500,001 and above 0.39%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $49,200 0.98%
$10 million $72,450 0.72%
$50 million $228,450 0.46%
$100 million $423,450 0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
50.77%
Number of High-Net-Worth Clients
125
Total Client Accounts
795
Discretionary Accounts
754
Non-Discretionary Accounts
41

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
298558
  • DRAVO BAY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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