Davidov Financial Coaching, LLC

Davidov Financial Coaching, LLC is a Limited Liability Company established in February 2013 by principal owner Michael Davidov. The firm specializes in offering Investment Supervisory Services, including portfolio management tailored to individual client goals and risk tolerance. Clients grant discretionary authority for securities selection and transactions. Financial Planning services cover investment, tax, retirement, and debt planning, with fees ranging from $350 to $600 per hour. The firm primarily advises individuals, high net worth individuals, and pensions, with a minimum account size of $500,000, subject to Advisor discretion. Investment strategies include fundamental analysis and long-term trading, with a focus on diversifying portfolios with mutual funds, equities, bonds, ETFs, and government securities. Davidov Financial Coaching, LLC charges a negotiable annual fee of 0.99% of Assets Under Management, paid quarterly in advance. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. The firm acts as a fiduciary and does not accept performance-based fees. Clients receive quarterly account reports from the custodian. Davidov Financial Coaching, LLC does not compensate non-advisory personnel for client referrals and discloses potential conflicts of interest related to outside activities of the principal owner. The firm does not accept voting authority for client securities and has not faced bankruptcy in the last ten years.