Lucy Hooper
Lucy Hooper is a registered investment advisor at Davenport & Company LLC, based in Richmond, VA, with 45 years of industry experience. Lucy 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
One James Center, 901 E. Cary Street, Suite 1100, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business Activities
Lucy is the Chair of the Board's Investment Committee for Randolph College and Co-Treasurer for Grace Church, dedicating minimal time to each. She is also a Trustee and Chair of the Board for Randolph-Macon Academy, spending a few hours per week on this activity.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations17 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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