Patrick Davidson
Patrick Davidson is a registered investment advisor at First Security Capital, LLC, based in Nampa, ID, with 1 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable and may be less for larger Client relationships and for non-profit and long-term Clients.
Fee Estimator
Location
Nampa, ID
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick sells life insurance to non-IAR/RIA clients through Patrick R Davidson and/or Provident Financial Services, dedicating about half of his time to this. He is also the President of a corporation that underwrites real estate collateralized bridge loans, spending about a quarter of his time on this activity.
Employment History
Current Registrations
First Security Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.