Investment Management Fees

The Investment fees we charge are based upon the market value of the assets managed. We do not accept commissions or compensation of any kind from custodians, broker or investment transactions.

Utilizing a fee based approach, Davidson Capital Management sits on the same side of the table as our clients. An independent custodian is used for the depositing of client assets and is maintained separately from our firm.

Assets Managed Annual Expense
Stocks & Bonds

First $1 Million

Next $1 Million

Next $2 Million

Thereafter

1.00% of Assets

.90% of Assets

.80% of Assets

.70% of Assets

Bonds Only

First $1 Million

Next $1 Million

Next $2 Million

Thereafter

.80% of Assets

.70% of Assets

.60% of Assets

.50% of Assets

THERE'S NO TIME LIKE THE PRESENT

It's never too late to get a second opinion

We offer a second opinion of your current investment portfolio, call to learn more about your investment management needs, and our firm to see if our services are right for you.