David Heppner
David Heppner is a registered investment advisor at Davenport & Company LLC, based in Lynchburg, VA, with 41 years of industry experience. David 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
1104 Commerce St., P.O. Box 570, Lynchburg, VA, 24504
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1994Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Previous Registrations
Branch, Cabell and CompanyBroker
A. G. Edwards & Sons, INC.Broker
State Registrations23 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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