Aric Wagner is a registered investment advisor at Davenport & Company LLC, based in Fredericksburg, VA, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.
Location
904 Princess Anne Street, Suite 102, Fredericksburg, VA, 22401-5801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Previous Registrations
Wheat, First Securities, INC.Broker
State Registrations35 states
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