Tom Davenport
Tom Davenport is a registered investment advisor at Davenport Watts & Drake Investment Advisors, LLC, based in Ridgeland, MS, with 16 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 214 clients with $160M 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 | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Current client relationships may have higher or lower fees than the standard schedule.
Fee Estimator
Location
234 W. School Street, Ridgeland, MS, 39157
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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
Tom owns 35% non-voting stock of McInvale Heating & Air, Inc. He is also the President of Cougar Management, Inc., providing consulting services, though TSD does not receive compensation for this.
Employment History
Current Registrations
Davenport Watts & Drake Investment Advisors, LLC
Previous Registrations
Davenport Watts & Drake Investment Advisors, LLC
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.