Lurie Davis Wealth Management LLC

The firm provides customized investment management and financial planning to high-net-worth individuals, pension and retirement plans, business owners and families. It also offers pension/retirement-plan consulting and other planning services such as cash-flow analysis, estate and college planning, and financial literacy/education.

Advice is delivered on a non-discretionary basis with a broad asset-allocation approach that primarily uses mutual funds and exchange-traded funds and emphasizes long-term purchases; security analysis may include fundamental, technical, and cyclical methods and accounts are reviewed at least quarterly. The firm documents client goals and prepares investment policy statements, and it does not participate in wrap-fee programs or soft-dollar arrangements.

Distinctive features disclosed in the brochure include alternative fee options — negotiable retainer agreements and a gross‑income–based fee schedule intended to broaden access for lower- and middle‑income clients — and an absence of account minimums; the firm reported managing $1 million in client assets (non‑discretionary) as of March 2015. The firm’s principal conducts an outside insurance business (life and health insurance) under common ownership disclosed in the ADV, and the brochure notes the firm does not accept performance‑based fees and that clients retain proxy‑voting responsibility.