Robert Giles
Robert Giles is a registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 55 years of industry experience. Robert 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, Suite 1100, Richmond, VA, 23219
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
October 2004Other Business Activities
Robert is involved in the management and ownership of numerous real estate investment and holding companies, dedicating minimal time to each. He also serves as an advisory board member for Historic Port Royal Inc.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
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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