Harold Davidson is a registered investment advisor at Harold Davidson & Associates, INC, based in Los Angeles, CA, with 28 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 249 clients with $390M in assets under management.
Compensation
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Fee Structure
Harold Davidson & Associates offers comprehensive portfolio management where they manage your investments and provide financial planning. The maximum annual fee for managing your investments is 2.00%. This fee is calculated based on the value of your account and billed quarterly in advance. The fee is negotiable.
Location
1801 Century Park East, #2150, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harold Davidson & Associates, INC
Previous Registrations
Harold Davidson & Associates INC
State Registrations2 states
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