Michael Davidoff is a CFA, CFP-designated registered investment advisor at Dividend Assets Capital, LLC, based in Ridgeland, SC, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 401 clients with $540M 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 $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Schedule shown is for Comprehensive Portfolio Management. Fixed income accounts have a separate schedule starting at 0.40% with a $1,500 minimum annual fee.
Fee Estimator
Location
58 Riverwalk Blvd., Ridgeland, SC, 29936-8126
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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 →Employment History
Current Registrations
Dividend Assets Capital, LLC
Previous Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Mnd Wealth Management
Sidoti & Company, LLCBroker
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., INC.Broker
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.
Exams
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