Advisor at American Money Management, LLC
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Firm
American Money Management, LLC
Location
Rancho Santa Fe, CA 92067
Credentials
Series 65
Industry experience
5 years
Rana Davidson is a financial advisor with American Money Management, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining American Money Management in 2021, Davidson worked at Cubic Corporation and KPMG, LLP. Outside of finance, Davidson has experience at the Snake Oil Cocktail Company and worked at the University of San Diego. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm employs a committee-based, tailored asset-allocation approach that includes alternative investments and ongoing portfolio monitoring.
Based on American Money Management, LLC
Based on American Money Management, LLC
Fixed fees for financial planning services, typically $2,500 - $5,000
0.10% to 1.50% annually (negotiable based on size and complexity)
Hourly charges may apply for financial planning in non-asset management or complex situations
Performance-based fees negotiated on a case-by-case basis with qualified clients
Account minimum: $100,000 Fee-only: Financial planning fees typically range between $2,500 - $5,000; may be fixed fee and/or hourly charges
14249 Rancho Santa Fe Farms Road
Rancho Santa Fe, CA 92067
California
American Money Management
2021 - Present (5 years)
Cubic Corporation
2019 - 2021 (2 years)
Kpmg, Llp
2017 - 2019 (2 years)
Unemployed
2016 - 2017 (1 year)
Snake Oil Cocktail Company
2016 - 2016 (1 year)
University of San Diego
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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