Davenport Wealth Advisors (DWA) offers portfolio management and financial planning services. DWA recommends investing in a diversified portfolio of mutual funds and exchange-traded funds (ETFs). DWA works with third-party investment advisors to co-advise client assets. DWA tailors programs for each client and uses model portfolios with specific recommendations based on client needs. DWA does not participate in wrap fee programs.
Assets Under Management$23M
Clients68
Advisors1
Avg. per Client$330K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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