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
10400 NE 4th St., Suite 400, Bellevue, WA, 98004
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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.
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Alexander is a director for Bellevue Girls Select Basketball and a board member for Bellevue HS Girls Basketball Board, both non-profit organizations. He is also a registered agent for FACTMDT, LLC and a member of Crushed, LLC, both investment-related LLCs.