Thomas Cho
Thomas Cho is a registered investment advisor at Davenport & Company LLC, based in Kilmarnock, VA, with 36 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.
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.