RD
RD

Rex Davidson

15 Years of Experience
New Albany, IN

Rex Davidson is a registered investment advisor at Archer Investment Corporation, based in New Albany, IN, with 15 years of industry experience. Rex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3425 Grant Line Ro, New Albany, IN, 47150

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rex is the president of Davidson & Company CPAs, a tax preparation and accounting firm, dedicating nearly full-time hours to ensure top-quality services. Rex also serves as Treasurer/Comptroller for Homestretch Logistical Solutio, working as a tractor-trailer driver and dedicating minimal time to this role.

Employment History
Current Registrations
Archer Investment Corporation
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Hd Vest Investment ServicesBroker
September 2010 - February 2017 · 6 yrs 5 mos
State Registrations1 state
IN
Advisor

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.

Exams
No exam information available for this advisor.