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About DAVENPORT ADVISORS 14 LLC
DAVENPORT ADVISORS 14 LLC is a leading financial advisory firm that offers personalized solutions to help clients achieve their financial goals. With years of experience in the industry, they have become a trusted partner for individuals, families, and businesses looking for expert guidance in managing their finances.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice
- Creates custom financial plans tailored to each client’s specific needs and goals
- Provides a wide range of financial services
- Empowers clients to make informed financial decisions
- Constantly monitors and adjusts plans to reflect changing market conditions
Facts and Insights
DAVENPORT ADVISORS 14 LLC has a team of highly qualified financial experts who are dedicated to helping clients achieve financial success. They have a deep understanding of the complex financial landscape and use their expertise to guide clients towards their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 3 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education savings planning
Client Types
DAVENPORT ADVISORS 14 LLC serves a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
DAVENPORT ADVISORS 14 LLC is transparent about their fees and compensation structure, ensuring clients understand the cost of their services upfront. They primarily charge a percentage of assets under management, with fees starting at 1% and decreasing for larger portfolios.
In addition to asset-based fees, the firm may also charge hourly fees for certain services, such as financial planning. They do not receive commissions or compensation from third parties, ensuring their advice is unbiased and in the best interest of their clients.
Background
DAVENPORT ADVISORS 14 LLC was founded in 2018 by John Davenport, a seasoned financial advisor with over 20 years of experience in the industry. After working for top financial firms, John realized the need for a more personalized and client-focused approach to financial planning. Today, the firm has grown to 10 advisors and manages over $500 million in assets.
Financial Advisor Disclosures to Know
As a registered investment advisor, DAVENPORT ADVISORS 14 LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean record with no disciplinary actions or client complaints, demonstrating their commitment to ethical and transparent practices.