Overview
- Headquarters
- Portland, ME
- Total Firm Assets
- $8.2 billion
- Average High-Net-Worth Client Portfolio Size
- $5.4 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: R.M. DAVIS, INC. BROCHURE (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.65% |
| $3,000,001 | $6,000,000 | 0.50% |
| $6,000,001 | and above | 0.35% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $33,000 | 0.66% |
| $10 million | $52,000 | 0.52% |
| $50 million | $192,000 | 0.38% |
| $100 million | $367,000 | 0.37% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 85.50%
- Number of High-Net-Worth Clients
- 1,300
- Total Client Accounts
- 6,124
- Discretionary Accounts
- 6,102
- Non-Discretionary Accounts
- 22
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105448
- R.M. DAVIS, INC. BROCHURE (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗