Frederick Fram is a CFP, ChFC-designated registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 38 years of industry experience. Frederick 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
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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
Frederick serves as a FINRA hearing panelist since January 2021, hearing and voting on cases brought by FINRA. This regulatory activity is investment-related and requires minimal time.
Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Cetera Investment Advisers LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities IncorporatedBroker
H.D. Vest Investment 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
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