Davison Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Davison Wealth Management provides personalized asset management and financial planning to individuals, trusts, retirement plans and business owners. The firm offers portfolio management plus cash-flow and tax planning, retirement and estate planning, education funding and insurance review, and typically charges fees based on assets under management, hourly engagements or fixed fees.
The firm follows a buy-and-hold, asset-allocation approach, using mutual funds and exchange-traded funds as primary investment vehicles while employing fundamental and statistical analysis to select investments and rebalance portfolios periodically. DWM accepts limited trading discretion, may include individual securities at a client’s request, and uses custodians such as Interactive Brokers and, for some accounts, a wrap-fee platform to execute and manage accounts.
Although DWM describes itself as a fee-only advisory firm, the principal operates an affiliated insurance brokerage that offers commission-based property/casualty and life and health insurance, with those services maintained as a separate entity and disclosed to clients. The brochure also discloses a broader set of trading capabilities—including margin, option writing and short sales—than is typical for a small advisory practice, and the firm manages a relatively small roster of clients and assets in the low millions.
Client services
Expertise
Occupation focus
Fee options
Financial plan fees range from $795 to $1,500; fixed fees for services negotiated based on complexity
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.50%
Typically $250 per hour
Fee-only: Negotiable hourly fees, typically $250 per hour; fixed fees for financial plans $795 to $1,500; fixed fees may not exceed 1.50% of account assets
Main office
Indianapolis IN
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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