Maxwell Lundgren is a registered investment advisor at Davidson Investment Advisors, INC., based in Bozeman, MT, with 2 years of industry experience. Maxwell 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
1101 E. Main St., Suite 301, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Davidson Investment Advisors, INC.
State Registrations1 state
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