Zachary Davidson
Zachary Davidson is a registered investment advisor at Aurora Private Wealth, INC., based in Mars, PA, with 7 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M 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 | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
183 Scharberry Lane, Mars, PA, 16046
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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
Zachary is a tax preparer with Lori A. Hodge, CPA & Associates, PC, and an Investment Advisor Representative with Harper & Hodge. He also has a life insurance license and sells life insurance, dedicating minimal time to it, and owns Davidson Wealth Management, PC.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Comprehensive Capital Management, INC.
Apw Capital, INC.Broker
State Registrations16 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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