Harold Davidson & Associates Inc

Harold Davidson & Associates, Inc. is a Los Angeles-based financial advisor firm established in 1974, specializing in providing investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. The firm's investment strategies include long-term and short-term purchases, with a focus on securities like ETFs, mutual funds, and government securities. Clients can expect a maximum annual fee of 2.00% for Comprehensive Portfolio Management. The firm does not charge performance-based fees and does not engage in commissionable securities sales. Clients have the option to grant investment discretion to the firm. Harold Davidson & Associates, Inc. does not receive soft dollars in excess of what is allowed by regulations. The firm recommends the use of Schwab as a custodian/broker, providing access to a range of investment products and services. Clients are encouraged to review account statements and can direct brokerage outside the firm's recommendation. The firm votes proxies for client accounts but clients retain the right to vote proxies. Harold Davidson & Associates, Inc. does not provide financial information in the brochure.