RM
RM

Rebecca Maxwell-Scott

3 Years of Experience
Virginia Beach, VA
1 DisclosureBroker

Rebecca Maxwell-Scott is a registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 3 years of industry experience. Rebecca 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
17,724 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$24.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452

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History

Regulatory History (1)
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Criminal
April 1995
Final Disposition
Employment History
Current Registrations
Davenport & Company LLC
August 2024 - Present · 2 yrs 2 mos
Davenport & Company LLCBroker
January 2023 - Present · 3 yrs 9 mos
State Registrations1 state
VA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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