How does the advisor help clients – Key Takeaways:
DAVISON WEALTH MANAGEMENT, LLC is a team of financial experts dedicated to providing personalized and comprehensive financial services to individuals and businesses. Their mission is to help clients achieve their financial goals and secure their financial future.
The following are key takeaways on how the advisor helps clients:
- Offers personalized financial planning and investment management services tailored to the individual needs and goals of clients.
- Provides comprehensive financial solutions that consider all aspects of a client’s financial life, including investments, retirement planning, tax planning, estate planning, and insurance needs.
- Takes a holistic approach towards financial management, considering not only the numbers but also the emotional and lifestyle factors that can impact a client’s financial decisions.
- Strives for transparency and open communication with clients, keeping them informed and involved in the decision-making process every step of the way.
- Remains committed to ongoing education and staying up-to-date on industry trends and developments to provide clients with the best possible advice.
Facts and Insights
DAVISON WEALTH MANAGEMENT, LLC was founded in 2005 by John Davison, a seasoned financial advisor with over 20 years of experience in the industry. The firm is based in Chicago, Illinois, and serves clients nationwide.
As of 2021, DAVISON WEALTH MANAGEMENT, LLC has $200 million in assets under management and a team of 5 experienced financial advisors. This team-based approach allows for a more efficient and well-rounded service to clients.
The firm takes a conservative and disciplined approach to investing, focusing on long-term strategies and diversified portfolios to help clients achieve their financial goals while managing risk.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 5 | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Financial planning
Client Types
DAVISON WEALTH MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, small business owners, and corporations. They also specialize in working with clients going through major life transitions, such as retirement, divorce, or receiving a windfall.
Fees & Compensation
DAVISON WEALTH MANAGEMENT, LLC charges a percentage of assets under management as their fee, which varies depending on the client’s assets and the complexity of their financial situation. This fee structure ensures that the advisor’s interests are aligned with the clients’ interests, as the firm only benefits when the clients’ investments grow.
The firm may also receive commissions from the sale of certain insurance products, but they are transparent about their compensation and always put the client’s best interests first.
Background
The founder and president of DAVISON WEALTH MANAGEMENT, LLC, John Davison, has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Economics and a Master’s degree in Taxation. He is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®).
Financial Advisor Disclosures to Know
DAVISON WEALTH MANAGEMENT, LLC is a Registered Investment Advisor (RIA), meaning they are held to a fiduciary standard and are required to act in their clients’ best interests at all times. The firm has a clean record with no regulatory actions or disciplinary events, exemplifying their commitment to integrity and ethical practices.