Kimberley Mcmillan is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Norfolk, VA, with 31 years of industry experience. Kimberley 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 World Trade Center, 101 W. Main Street Suite 4000, Norfolk, VA, 23510-1624
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kimberley is the Finance Chair for St. Michael Lutheran Church's Church Council, overseeing the treasurer position and reviewing monthly reports. This activity is not investment-related and takes minimal time during business hours and a few hours per week during non-business hours.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Olde Discount CorporationBroker
State Registrations28 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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