Rana Davidson
Rana Davidson is a registered investment advisor at American Money Management, LLC, based in Rancho Santa Fe, CA, with 4 years of industry experience. Rana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 758 clients with $730M 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 | 1.50% |
The annual fee ranges from 0.25% to 1.50% and may be negotiable depending on the size and complexity of the client’s account.
Fee Estimator
Location
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067
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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 →Employment History
Current Registrations
American Money Management, LLC
State Registrations1 state
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