Davenport Watts & Drake Investment Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Davenport Watts & Drake Investment Advisors provides personalized financial planning and investment management services to individuals and small businesses. Their services include retirement plans, trusts, estate planning, cash flow management, tax planning, insurance review, education funding, and business continuation. They manage client accounts with independent custodians and create a written evaluation of each client’s individual situation to guide investment decisions.
Assets Under Management$160M
Clients214
Advisors2
Avg. per Client$730K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Current client relationships may have higher or lower fees than the standard schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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