Brian Davidson
Brian Davidson is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Little Rock, AR, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,120 clients with $190B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum overall advisory fee is up to 2.00%. Specific strategy maximum fees are up to 0.35% for Independence, Liberty, and TRU, and up to 0.85% for Freedom. Model and strategy fees may cost up to an additional 0.85% per year. Fees are negotiable.
Fee Estimator
Location
17900 Chenal Parkway, Ste. 300, Little Rock, AR, 72223
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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 Activities
Brian works as an employee benefits consultant for Gallagher Benefit Services, Inc. and as an investment advisor representative for Gallagher Fiduciary Advisors, LLC. These roles take about a quarter of Brian's time and nearly full-time, respectively.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
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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