The Davenport Financial Group provides financial planning and portfolio management services. Davenport Financial Group will meet with clients to evaluate their financial situation, goals, and risk tolerance. The firm can create a customized portfolio for the client and may recommend third-party investment managers. Davenport Financial Group also monitors third-party investment advisors.
Assets Under Management$25M
Clients137
Advisors1
Avg. per Client$180K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.25% |
Fee is negotiable above $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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