DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
Davenport Watts & Drake Investment Advisors, LLC (DW&D) is a financial firm that has been providing expert financial advice to clients since its inception. With a team of experienced advisors, DW&D helps clients achieve their financial goals by providing tailored solutions and personalized services.
How does the advisor help clients – Key Takeaways:
DW&D offers a range of financial services and solutions to help clients achieve their financial goals. Some of the key takeaways include:
- Expert financial advice from a team of experienced advisors
- Tailored solutions to meet the specific needs and goals of the clients
- Personalized services to ensure that clients receive individual attention and support
- Comprehensive support throughout the entire financial journey
Facts and Insights
Here are some facts and insights about Davenport Watts & Drake Investment Advisors, LLC:
- Founded in 2005
- Over $1 billion in assets under management
- Team of over 20 experienced advisors
- Served over 1,000 clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | Over 20 | Since 2005 |
Financial Services Offered
Davenport Watts & Drake Investment Advisors, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- College planning
- Charitable giving
- And more
Client Types
Davenport Watts & Drake Investment Advisors, LLC serves a diverse range of clients, including:
- High net worth individuals
- Family foundations
- Endowments
- Non-profit organizations
- Business owners
- Retirees
Fees & Compensation
Davenport Watts & Drake Investment Advisors, LLC is a fee-only firm, which means that the only form of compensation it receives is from client fees. This ensures that the advisors at DW&D are focused solely on their clients’ best interests.
Background
Davenport Watts & Drake Investment Advisors, LLC was founded in 2005 by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. With over 15 years of experience in the industry, the firm has established itself as a trusted and reputable financial advisory firm in the industry.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), Davenport Watts & Drake Investment Advisors, LLC is required to disclose all potential conflicts of interest or any disciplinary actions that may have been taken against the firm or its advisors. This ensures transparency and allows clients to have full confidence in the services provided by the firm.