Edward Crotty is a CFA-designated registered investment advisor at Davidson Investment Advisors, INC., based in Great Falls, MT, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davidson Investment Advisors charges an annual fee based on the value of your portfolio, calculated at the end of each quarter. The fees vary depending on the investment strategy:
- Equity Income Strategy: 0.50% on the first $10 million, negotiable above $10 million.
- Multi-Cap Equity Strategy: 0.65% on the first $10 million, negotiable above $10 million.
- Intermediate Taxable Fixed Income Strategy: 0.35% on the first $10 million, negotiable above $10 million.
- Intermediate Municipal Fixed Income Strategy: 0.25% on the first $10 million, negotiable above $10 million.
Fees are negotiable for accounts above $10 million. There may be exceptions to these fees for some clients based on legacy relationships or supervisory approval.
Location
8 Third Street North, Great Falls, MT, 59401-3104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward is involved with Broiled Grapefruit, LLC, a non-investment related entity, dedicating minimal time to advising and assisting with problem solving. This activity does not occur during securities trading hours.
Employment History
Current Registrations
Davidson Investment Advisors, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Goldman, Sachs & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.