Harold Davidson & Associates provides investment management, financial planning, and retirement plan consulting for individuals, families, businesses, and retirement plans. Founded in 1974 and based in Los Angeles, California, Harold Davidson & Associates builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and real estate securities. For comprehensive portfolio management clients, the firm continuously monitors investments and rebalances portfolios as needed, while also offering guidance on financial planning topics such as retirement, estate planning, taxes, insurance, and real estate. In addition to managing individual accounts, Harold Davidson & Associates offers retirement plan consulting to employer-sponsored retirement plans. The firm operates with a focus on understanding each client's specific financial goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00% of managed assets, billed quarterly in advance. Fees are negotiable.