Dana Davidson
Dana Davidson is a PFS-designated registered investment advisor at Momentum Independent Network INC., based in Glenview, IL, with 34 years of industry experience. Dana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.
Fee Estimator
Location
4350 DiPaolo Center, Suite 1A, Glenview, IL, 60025
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
Dana is the president of Dana B Davidson CPA CO, a tax accounting practice, and Total Financial Security Corp, which provides investment services and fixed insurance. Dana also owns rental property, is a consultant for a mortgage company owned by their spouse, and is involved in real estate management and movie production.
Employment History
Current Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Hochman & Baker Securities, INC.Broker
State Registrations25 states
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.
Exams
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