Glen Davenport
Glen Davenport is a registered investment advisor at Davenport Wealth Advisors, based in Castro Valley, CA, with 16 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 68 clients with $23M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
Castro Valley, CA
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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 ActivitiesSells Insurance
Glen is an independent licensed insurance agent.
Employment History
Current Registrations
Davenport Wealth Advisors
Previous Registrations
Rnp Advisory Services, INC.
Eplanning Advisors INC
Qa3 Financial LLC
State Registrations1 state
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.