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Michaele Wheeler

Davenport & Company LLC
26 Years of Experience
Virginia Beach, VA
3 DisclosuresBroker
View SEC Summary
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Michaele Wheeler is a registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 26 years of industry experience. Michaele 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

Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452

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History

Regulatory History (3)
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.
Judgment / Lien
May 2011
Judgment / Lien
November 2009
Judgment / Lien
October 1990
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Davenport & Company LLC
January 2017 - Present · 9 yrs 9 mos
Davenport & Company LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Davenport & Company LLC
January 2017 - January 2017 · 0 mos
Bb&t Securities, LLC
July 2016 - February 2017 · 7 mos
Bb&t Securities, LLCBroker
January 2013 - February 2017 · 4 yrs 1 mo
Scott & Stringfellow, LLCBroker
August 2011 - January 2013 · 1 yr 5 mos
UBS Financial Services INC.Broker
February 2006 - July 2011 · 5 yrs 5 mos
Scott & Stringfellow, INC.Broker
October 1999 - March 2006 · 6 yrs 5 mos
State Registrations3 states
NYVAWA
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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