Paul Condrat is a CFA-designated registered investment advisor at Davidson Investment Advisors, INC., based in Carlsbad, CA, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,407 clients with $5.2B 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 |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Rates vary by strategy. Equity Income: 0.50%; Multi-Cap Equity: 0.65%; Intermediate Taxable Fixed Income: 0.35%; Intermediate Municipal Fixed Income: 0.25%. Fees for assets above $10 million are negotiable.
Fee Estimator
Location
1921 Palomar Oaks Wy, Suite 102, Carlsbad, CA, 92008
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 →Employment History
Current Registrations
Davidson Investment Advisors, INC.
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
More Advisors
- Nannette Belt, CFPInspiration Financial Planning
- Darcy Wolfe, CFPEdward Jones
- Matthew Brayer, CFPCarlsbad Wealth Advisory Group, INC.
- Jeffrey Lung, CFPStrategic Advisers LLC
- Mark Ealy, CFPIndependent Financial Group, LLC
- Nicholas Paolo, CFPForum Private Wealth, LLC