William Moon
William Moon is a CFA-designated registered investment advisor at Davidson Investment Advisors, INC., based in Spokane, WA, with 11 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. 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
601 W. Main Ave, Suite 1300, Spokane, WA, 99201
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 Activities
William owns Crepe Cafe Sisters LLC, a food service business, dedicating a few hours per week. He also works as a collegiate sports commentator for KHQ Television Group and Gonzaga University, spending a few hours per week and minimal time per month, respectively.
Employment History
Current Registrations
Davidson Investment Advisors, INC.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
DBA Hart Capital Management, INC.
State Registrations3 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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