Thomas Cho
Thomas Cho is a registered investment advisor at Davenport & Company LLC, based in Kilmarnock, VA, with 37 years of industry experience. Thomas 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
141 Technology Park Drive, Kilmarnock, VA, 22482
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2001Customer Dispute
April 2001Other Business Activities
Thomas is a finance committee member for the Queens Lake Community neighborhood association since 2019, advising on financial matters. He also serves as treasurer for Luke Messick Futbol Charities, Inc., assisting with the charity's financial aspects; both activities require minimal time.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Previous Registrations
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
F.N. Wolf & CO., INC.Broker
State Registrations34 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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