Davidson Wealth Management offers investment management services, including managing portfolios of stocks, bonds, mutual funds, and other investments based on individual client needs. Davidson also provides financial planning services covering areas like retirement, taxes, estate planning, and insurance. Davidson's representatives are also registered representatives of Osaic Wealth, Inc.
Assets Under Management$150M
Clients221
Advisors3
Avg. per Client$670K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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