David Calliott
David Calliott is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Virginia Beach, VA, with 14 years of industry experience. David 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
Highwoods Centre, 477 Viking Drive Suite 200, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
David is a limited partner in Zatos Investment - Real Estate LLC and Sunset Property Solutions, and a general partner in CSI GP, LLC, all real estate related. He also is a limited partner in CSI-1, LLC. He spends minimal time on these activities.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations31 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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