Richard Owen
Richard Owen is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 42 years of industry experience. Richard 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, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business Activities
Richard is a member of the Town of Ashland OPEB Finance Board, reviewing the performance of a pooled trust. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Financial Corporation of VirginiaBroker
Anderson & Strudwick, IncorporatedBroker
State Registrations41 states
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
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