D.A. Davidson & CO.
Assets Under Management
$36.2B
Number of Clients
66,488
Number of Advisors
672
Average Client AUM
$544K
AUM per Advisor
$53.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
D.A. Davidson & Co. is a dually registered investment adviser and broker-dealer. They offer various wrap fee programs where clients pay an annual fee based on assets for advisory and trading services. Programs include Managed Funds Portfolios (MFP), Russell Model Strategies (RMS), Separate Account Management (SAM), Managed Account Consulting (MAC), Unified Managed Account (UMA), Paragon, and Choice.
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
Location
8 Third Street North, Great Falls, MT, 59401