Carroll Davenport is a registered investment advisor at Tcm, based in Atlanta, GA, with 18 years of industry experience. Carroll operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 445 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
445 clients
Average Client Portfolio
$325K average
Assets Under Management
$144.8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Atlanta, GA
Get directionsHistory
Regulatory History (2)
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Financial
August 2016Final
Financial
August 2016Final
Employment History
Current Registrations
Tcm
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2016 - October 2017 · 1 yr
Davenport Investment Management, LLC
October 2010 - August 2012 · 1 yr 10 mos
Atlanta Investment Counsel LLC
April 2003 - March 2010 · 6 yrs 11 mos
State Registrations2 states
GATN
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.