Advisor at Davisson Investment, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Davisson Investment, LLC
Location
Newington, NH 03801
Credentials
Series 63, Series 65
Industry experience
22 years
Richard Davisson is the sole advisor at Davisson Investment, LLC in Newington, NH, holding Series 63 and Series 65 credentials with 22 years of industry experience. Outside of financial advising, he serves as chairman and secretary and owns a 15% stake in Sponge-Jet, Inc., an industrial abrasives company, and is president and a minority owner of Milton Oil Corp, involved in oil production. Davisson Investment, LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, primarily long-term investment approach with tailored asset allocation and security selection, maintaining ongoing client monitoring and periodic reviews.
$0 - $15,000,000: 2.0% $15,000,000+: 1.50%
$65 to $120 per hour
Minimum fee: $500 minimum per client account Fee-only: Fees are on a fee-only basis for managed accounts (in arrears)
14 Patterson Lane
Newington, NH 03801
New Hampshire
Sponge-Jet Inc
2005 - Present (21 years)
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