Maxwell Lundgren is a registered investment advisor at Davidson Investment Advisors, INC., based in Bozeman, MT, with 3 years of industry experience. Maxwell 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
1101 E. Main St., Suite 301, Bozeman, MT, 59715
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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
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
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