Alison Foley is a registered investment advisor at Davenport & Company LLC, based in Williamsburg, VA, with 18 years of industry experience. Alison 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
5400 Discovery Park Blvd, Suite 301, Williamsburg, VA, 23188-2882
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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
Alison is the treasurer for Colonial Connections Networking Group, an endowment committee member at Williamsburg United Methodist Church, and a finance committee member for Bernardine Franciscan Sisters Foundation. She also serves as Board Member Emeritus, Assistant Treasurer, and member of the Governance and Finance Committees for Peake Childhood Center, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations23 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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