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
115 Canopy Street, Suite 400, Lincoln, NE, 68508
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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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Adam is a manager for Camp Sota, LLC (family owned) since 2012, and manager/owner of TDH Legacy, LLC (real estate) since 2017, dedicating minimal time annually. He also serves as a volunteer board member for Madonna Foundation and an advisory board member for Five Points Bank, and is an assistant manager for Haylando, LLC, all requiring minimal time.