Our Transparent Approach to Costs

Southern Oregon Physicians Financial Health Group offers transparent, fee-based relationships for clients. Clients who choose to work with us value the advice and service we provide but rightfully expect an open conversation about what it costs.

D.A. Davidson & Co. is dually-registered as an investment advisor and a broker-dealer. This platform provides the team with flexibility to address complex needs and options on how to best price services for each client. Services can be offered strictly as a fee-based planning engagement or as a combination of planning and asset management.

Advisory fees are charged on a sliding-scale based on the complexity of the engagement and assets under management. There are strategies and situations where a fully fee-based approach may not make sense for the client. In those cases, the team will clearly communicate how compensation is paid.