Other Services

Davy Direct Advisory Service

If you would like advice regarding your portfolio and would still like to place orders online, open a Davy Direct Advisory Service.

We identify investment opportunities tailored to your personal situation, monitor your portfolio on an ongoing basis and provide access to partake in exclusive investment opportunities such as private equity, property and capital guaranteed investments

What are the costs for the Advisory Service?

The annual management fee is 1.25% of the portfolio. Fees are deducted on semi-annual basis in June and December with a minimum semi-annual fee of €500. Clients continue to place orders where applicable, at the reduced online rates. If you prefer, you can place buy or sell orders by phone. Our telephone commission rates apply to all phone based orders.

For further information email davy.direct@davy.ie