Advisor at Schiff Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schiff Wealth Advisors, LLC
Location
Baltimore, MD 21204
Credentials
Series 65, Series 66
Industry experience
19 years
Andrew Davis is a financial advisor at Schiff Wealth Advisors, LLC in Baltimore, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Schiff Wealth Advisors since 2012. Schiff Wealth Advisors provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers financial planning consultations on tax, estate, college planning, and cash flow.
Based on Schiff Wealth Advisors, LLC
Based on Schiff Wealth Advisors, LLC
$100,000 - $199,999: $2,750 fixed minimum fee $200,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $3,999,999: 0.75% $4,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.55% $10,000,000+: 0.50%
Account minimum: $200,000 or a minimum fee of $3,000 for Investment Management Services; $220,000 or a minimum fee of $2,500 for Employee Benefit Plan Services; $400,000 for complete fixed income portfolio management (may be negotiable) Minimum fee: Minimum fee of $2,750 per annum for Investment Management Services; Minimum fee of $2,500 per annum for Employee Benefit Retirement Plan Services
100 West Road, Suite 410
Baltimore, MD 21204
Maryland
Schiff Wealth Advisors, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Glyndon, MD
Lenz Integrity Financial
Series 63, Series 66
Towson, MD
Baltimore Avenue Investments, LLC
Series 66
Owings Mills, MD
Gramel Capital Management LLC
PFS™, Series 66
Baltimore, MD
Trasatti Wealth Planning, LLC
Series 66
Gwynn Oak, MD
Investream
Series 63, Series 65
Baltimore, MD
Society Investment Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")