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.
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Learn about disclosures →Alex is the president of the East Idaho Falls Rotary Club and a board member of the Idaho Falls Youth Arts Center. These activities are not investment-related and take a few hours per week.