Davis, Davis And Conover Wealth Management, LLC

Davis, Davis and Conover Wealth Management, LLC is an investment adviser firm registered with the U.S. Securities and Exchange Commission since April 2017. The firm is based in Nashville, Tennessee, and is owned by Zach Eidson and Carolyn Conover. Zach focuses on asset allocation, retirement income planning, education funding, charitable giving, and estate planning. Carolyn specializes in business management and client relationships, holding the CERTIFIED FINANCIAL PLANNER™ certification. The firm offers financial planning services with fees ranging from $1,500 to $5,000 based on plan complexity. Consulting services are provided at an hourly rate of $250. The firm manages $169,554,475 in assets under management on a discretionary basis. Davis, Davis and Conover serves individuals, high net worth individuals, trusts, estates, and retirement accounts, with a minimum investment requirement of $250,000 for wealth management services. The firm uses fundamental analysis for investment selection and implements long and short-term purchases. Clients have full discretion over their investments, and the firm does not charge performance-based fees. Additionally, the firm does not have any disciplinary disclosures and does not receive economic benefits for client referrals. Davis, Davis and Conover does not hold physical custody of client funds and securities, and clients receive account statements directly from the custodian.