Davidson Investment Advisors, Inc.
8 THIRD STREET NORTH, Great Falls, Montana 59401-3104
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
in the Firm’s ’s Non-Discretionary Program pay an annual advisory fee of 0.20% of assets under management, with a maximum fee of $250 annually. This ongoing fee is based on the market value of 10 the assets in the account on the last day of the preceding year. If applicable, the value of Davidson Mu
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.