Ann Gurkin is a registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 33 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 17,724 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates shown are for standard equity wrap fee programs. Fixed-income only accounts range from 0.40% to 0.20%. Other specialized programs and fee structures are available.
Fee Estimator
Location
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA, 23219
Get directionsHistory
Regulatory 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
Ann is the treasurer for Peter Paul Development Center/St. James Church, an early childhood education center. She spends minimal time on this activity, participating on the finance committee.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Previous Registrations
Wheat, First Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jon Mcelhaney, CFADavenport & Company LLC
- George Smith, CFADavenport & Company LLC
- Elizabeth Pollard, CFPDavenport & Company LLC
- Audrey Mccray, CFPDavenport & Company LLC
- Evan Gilbert, CFADavenport & Company LLC
- Hunter Gottwald, CFPDavenport & Company LLC