Davidson Wealth Management offers personalized investment management and financial planning services for individuals, families, and corporate clients. The firm helps clients build and manage diversified portfolios consisting of stocks, bonds, options, mutual funds, and exchange-traded funds through various platforms, including partner broker-dealers and third-party investment programs. In addition to managing investments, Davidson provides comprehensive financial planning covering retirement projections, tax planning strategies, estate planning reviews, cash flow and debt management, insurance analysis, college savings, and business planning. The firm also assists employee benefit plans and plan sponsors with retirement plan consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fees are negotiable and are pro-rated and paid quarterly in arrears or advance depending on the investment platform.