Davidson Investment Advisors, Inc

CRD#110552
Investment Advisor Firm

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Learn more about Davidson Investment Advisors, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Davidson Investment Advisors, Inc is located at 8 Third Street North, Great Falls, MT. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Davidson Investment Advisors, Inc is not a registered broker-dealer.

    The firm oversees $4.8 billion in assets under management across 4,203 accounts, with 4,083 discretionary accounts and 120 non-discretionary accounts. Services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. Davidson Investment Advisors, Inc serves a range of investors, including retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. The largest client type by accounts is retail investors. The firm has 866 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, a trust company, and an insurance company or agency. The fee structure is asset-based.

    Davidson Investment Advisors, Inc is registered in Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, West Virginia, Wisconsin, Wyoming, Washington, Texas, and New Hampshire.

    Assets Under Management

    $4.8 billion

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    8 Third Street North
    Great Falls, MT 59401-3104

    Davidson Investment Advisors, Inc by the Numbers

    Total Assets Under Management

    $4.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    31

    National Average: 64
    Total Number of Accounts

    4,203

    National Average: 375,227
    Average Account Size

    $1.1 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees typically vary depending on which services the firm provides the client. Fees billed by Davidson Investment Advisors, Inc typically consist of the following fee type: asset-based. Davidson Investment Advisors, Inc does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.The firm can withdraw its charges directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Davidson Investment Advisors, Inc manages money for a broad range of customers. It caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. Out of its 4,203 clients, Davidson Investment Advisors, Inc's largest client type by number of accounts is retail investors, though it also serves 866 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 20.6%
    • Other Individuals - 71.71%
    • Corporations - 4.57%
    • Charitable Organizations - 3.12%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Davidson Investment Advisors, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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