Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.
Areas of Practice
Advisor Information
Office location
8 Third Street North, Great Falls, MT, 59401-3104
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No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a trustee for individual trusts and the Davidson Legacy Trust, and manages several LLCs (Davidson Family Properties, Davidson Investments II, Davidson Investments, Davidson Legacy, Davidson Legacy II, and Davidson Investment III) related to real estate and investments. He also serves as President/Secretary for the Davidson Family Foundation and as a Trustee/Board Member for the University of Montana Foundation.