Our Services

Our Mission
To build long-term relationships and provide exceptional service to each of our clients, while helping establish and meet each client’s personal and financial goals.
 
Why work with us
We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all other financial considerations.
 
Our professional experience combines with the skills of other D.A. Davidson professionals in insurance, estate, financial, and retirement planning to assist in developing a plan that is truly comprehensive, a wealth management plan designed to meet your long-term financial goals.
 
As We Grow Together
The following outlines the typical engagement that our clients experience as we grow their assets and our partnership.
 
Managed Investment Assets – $1,000,000+
• All services below plus:
• Monthly phone call to review accounts, markets and any repositioning that may be needed
• Quarterly, semi-annual or annual client meeting and portfolio review
• Invitations to special client events
• Prestige program - maximize the power of your assets with rewards
  1.00% Fee
 
Managed Investment Assets – $500,000-$999,999
• All services below plus:
• Semi-annual or annual client meeting and portfolio review
• Financial planning services
• Estate planning services
• Insurance services
• Coordinate with client advisors such as CPA and attorney
• Social Security analysis
  1.25% Fee
 
Managed Investment Assets – $100,000-$499,999
• Quarterly phone call to review accounts
• Annual review meeting
• Invitations to client appreciation events
• Quarterly E-Newsletter
• Prestige program (>$250,000)
  1.50% Fee