R M Davis Inc
24 CITY CENTER, Portland, Maine 04101-4069
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
1.00% on the first $1 Million in assets under management (AUM) per relationship;; .65% on the next $2 Million in AUM (amounts from $1,000,001 - $3,000,000); plus; .50% on the next $3 Million in AUM (amounts from $3,000,001 - $6,000,000); plus; .35% on amounts over $6 Million in AUM.
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.