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
Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452
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 Activities
Adam officiates recreational sports, including youth baseball and high school basketball, through several officials associations. He dedicates a few hours per week to these activities outside of business hours.