Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport's fees vary based on the account type and cost option selected (wrap fee, fee and/or commission). Fees are generally charged quarterly. The financial planning fee is based on a tiered service level structure, ranging from $500 to $10,000. Minimum account sizes vary by program. Clients may also incur charges related to mutual funds, ETFs, and other pooled investment vehicles. There is a $150 annual account fee, which may be negotiable or waived. Fees and commissions may be discounted or negotiated in some instances.
Areas of Practice
Advisor Information
Office location
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA, 23219
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ann works as a licensed assistant doing clerical work, investment-related tasks, and insurance business at Milestone Financial, dedicating full-time hours. She is also an IAR Representative at TLG Advisors, Inc., spending a few hours per week on investment-related tasks.