Davidson & Watson Financial offers ongoing investment management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide portfolio selection. The firm generally invests in mutual funds, equities, bonds, ETFs, and REITs. Clients can place restrictions on investments, but Davidson & Watson Financial may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$43M
Clients152
Advisors1
Avg. per Client$280K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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