Harold Davidson & Associates INC
Assets Under Management
$358.5M
Number of Clients
293
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$179.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harold Davidson & Associates, Inc. offers comprehensive portfolio management, financial planning & consulting, and retirement plan consulting services. They work with individuals, high-net-worth individuals, trusts, pension plans, and corporations. The firm provides individualized investment advice to Comprehensive Portfolio Management clients.
Fee Structure
The maximum annual fee for Comprehensive Portfolio Management is 2.00%, billed quarterly in advance. Financial planning and consulting are charged hourly ($300/hour) or flat fee ($2,000-$4,000). Retirement plan consulting fees will not exceed 2.00% of managed plan assets. Fees are negotiable.
Areas of Practice
Location
1801 Century Park East, #2150, Los Angeles, CA, 90067