William Sowers is a CFP-designated registered investment advisor at Davenport & Company LLC, based in Staunton, VA, with 7 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
202 S Lewis Street, Suite 201, Staunton, VA, 24401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Board President of The Field School, a private school, and a Board of Directors Member for the Frontier Culture Museum Foundation. He dedicates minimal time to each role, with the latter involving oversight of the foundation's investments and fundraising efforts.
Employment History
Current Registrations
Davenport & Company LLCBroker
Davenport & Company LLC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations40 states
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