Davidson Investment Advisors, INC.

Assets Under Management

$4.8B

Number of Clients

4,203

Number of Advisors

18

Average Client AUM

$1.1M

AUM per Advisor

$267.4M

Compensation

Fee-Only (AUM)

About This Firm

Davidson Investment Advisors offers portfolio management to individuals and institutions through various programs, including direct relationships, sub-advisory roles, and model provision. They offer equity, fixed income, and multi-asset strategies, monitoring portfolios and rebalancing as needed. Tax overlay and transition services are also available.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.50%
$10M+0.50%

Fees negotiable for accounts above $10m for Equity Income Strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

8 Third Street North, Great Falls, MT, 59401-3104

18 Advisors at this firm