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.
176 Timberwolf Pkwy, Kalispell, MT, 59901
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Learn about disclosures →Addison is a board member for two non-profit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell. These activities are not investment-related and require minimal time.