Assets Under Management
$4.8B
Number of Clients
4,203
Number of Advisors
18
Average Client AUM
$1.1M
AUM per Advisor
$267.4M
Compensation
Fee-Only (AUM)
Davidson Investment Advisors offers portfolio management to individuals and institutions through various programs, including direct relationships, sub-advisory roles, and model provision. They offer equity, fixed income, and multi-asset strategies, monitoring portfolios and rebalancing as needed. Tax overlay and transition services are also available.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10m for Equity Income Strategy.
8 Third Street North, Great Falls, MT, 59401-3104