Harold Davidson & Associates offers investment advice to individuals and other clients. The firm provides portfolio management along with financial planning and consulting services. They also offer retirement plan consulting to employer plan sponsors. The firm aims to understand clients' financial situations and goals to provide suitable investment recommendations.
Assets Under Management$390M
Clients249
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
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.
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