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
5400 Discovery Park Blvd, Suite 301, Williamsburg, VA, 23188-2882
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.
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Alison is the treasurer for Colonial Connections Networking Group, an endowment committee member at Williamsburg United Methodist Church, and a finance committee member for Bernardine Franciscan Sisters Foundation. She also serves as Board Member Emeritus, Assistant Treasurer, and member of the Governance and Finance Committees for Peake Childhood Center, dedicating minimal time to each of these roles.