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William Davenport

1 Year of Experience
Huntsville, AL

William Davenport is a registered investment advisor at Smith Thornton Advisors, LLC, based in Huntsville, AL, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 327 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
327 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$733.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $1000K2.00%
$1.0M - $10.0M1.75%
$10M+1.50%

Fees are negotiable. For accounts under $100,000, a fixed fee may be charged instead of a percentage.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

626 Clinton Avenue West, Suite 100, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William is a member of the Huntsville Hospital Foundation's Development Council, assisting with fundraising and community outreach. He dedicates minimal time to this role.

Employment History
Current Registrations
Smith Thornton Advisors, LLC
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
AL
Advisor

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.