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Charles Munford

Davenport & Company LLC
32 Years of Experience
Richmond, VA
1 DisclosureBroker
View SEC Summary
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Charles Munford is a registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 32 years of industry experience. Charles 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.

Davenport & Company LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
17,724 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$24.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One James Center, 901 E. Cary Street, Richmond, VA, 23219

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Davenport & Company LLC
February 2009 - Present · 17 yrs 8 mos
Davenport & Company LLCBroker
February 2009 - Present · 17 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.
June 2002 - February 2009 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
May 2002 - February 2009 · 6 yrs 9 mos
Scott & Stringfellow, INC.Broker
May 1999 - June 2002 · 3 yrs 1 mo
Scott & Stringfellow, INC.Broker
April 1997 - May 1999 · 2 yrs 1 mo
Anderson & Strudwick, IncorporatedBroker
February 1995 - April 1997 · 2 yrs 2 mos
Crestar Securities CorporationBroker
February 1994 - February 1995 · 1 yr
State Registrations28 states
CACOCTDCDEFLGAHIILINKYMAMDMONCNDNHNJNYOHPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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