Julian Hillery is a CFA-designated registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 16 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.
Location
One James Center, 901 E. Cary Street, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
Salient Capital L.P.Broker
Integrity Capital, LLC
Salient Capital Advisors, LLC
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations30 states
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