D.A. Davidson & Co., established in 1935 and headquartered in Great Falls, Montana, is a dually registered investment adviser and broker-dealer. D.A. Davidson offers retirement plan consulting for employer-sponsored plans, personalized financial planning services, and specialized private wealth services for clients with a stated net worth exceeding $20 million. The firm’s financial planning services range from modular plans addressing targeted financial goals to comprehensive financial plans covering net worth, asset allocation, and life, disability, and long-term care insurance needs. D.A. Davidson also provides tax planning analysis through tax return reviews. Investment management and wrap fee programs are described in separate brochures.
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.