Richard Davisson is a registered investment advisor at Davisson Investment, LLC, based in Newington, NH, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 2.00% |
| $15M+ | 1.50% |
First year under registered investment advisor fee is 0.75%. Fees are negotiable.
Fee Estimator
Location
14 Patterson Lane, Newington, NH, 03801
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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 Activities
Richard is the Chairman & Secretary and 15% owner of Sponge-Jet, Inc., an industrial abrasives company. He is also the President and 3% owner of Milton Oil Corp, an oil production company, dedicating minimal time to each.
Employment History
Current Registrations
Davisson Investment, LLC
Previous Registrations
Ingalls & Snyder LLC
State Registrations1 state
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