Rickie Davison
Rickie Davison is a ChFC-designated registered investment advisor at Davison Wealth Management, LLC, based in Indianapolis, IN, with 24 years of industry experience. Rickie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 26 clients with $5.7M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
Indianapolis, IN
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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 →Other Business ActivitiesSells Insurance
Rickie is the owner/sole proprietor of RG Davison & Assoc, Inc., an independent insurance agency, since 1987. Rickie spends a few hours per week on sales and service of property/casualty insurance.
Employment History
Current Registrations
Davison Wealth Management, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
Dalton Strategic Investment Services INC.
Multi-Financial Securities Corporation
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.