Davenport Capital Management offers investment advice to individuals. Services include creating and managing investment portfolios and referring clients to other investment management firms. Davenport tailors its advice to each client's needs. The firm manages investments on both a discretionary and non-discretionary basis.
Assets Under Management$150M
Clients1
Advisors1
Avg. per Client$150M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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