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
40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Alexa is a co-owner of StoneBridge Enterprises LLC, which owns a Dairy Queen restaurant, dedicating minimal time to assisting with financials. She is also a board member of the Montana Justice Foundation, a non-profit, spending minimal time per quarter.