Elizabeth Pollard
Elizabeth Pollard is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 27 years of industry experience. Elizabeth 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, Richmond, VA, 23219
Get directionsHistory
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 ActivitiesSells Insurance
Elizabeth receives vested renewals from Illinois Mutual, a mutual insurance company, due to her former role as a broker. She also dedicates minimal time to dog agility activities, including judging competitions and serving as President of the Central Virginia Agility Club.
Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations3 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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