William Moon is a CFA-designated registered investment advisor at Davidson Investment Advisors, INC., based in Spokane, WA, with 11 years of industry experience. William 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
601 W. Main Ave, Suite 1300, Spokane, WA, 99201
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
William owns Crepe Cafe Sisters LLC, a food service business, dedicating a few hours per week. He also works as a collegiate sports commentator for KHQ Television Group and Gonzaga University, spending a few hours per week and minimal time per month, respectively.
Employment History
Current Registrations
Davidson Investment Advisors, INC.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
DBA Hart Capital Management, INC.
State Registrations3 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.