Advisor at Davenport & Company LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naples, FL
Credentials
CFA®, Series 63, Series 65
Industry experience
37 years
Robert Mizell is a CFA® charterholder with 37 years of industry experience. He has been with Davenport & Company LLC since 1988. Outside of his advisory role, he serves on the board of Davenport Trust Co. and is treasurer of Operation Healing Forces, a nonprofit supporting U.S. Special Forces operators and their families. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm employs a team-based investment approach with strategies across equities, fixed income, and alternative vehicles, offering both discretionary and tailored solutions.
Based on Davenport & Company LLC
Based on Davenport & Company LLC
Financial Planning fees based on tiered service levels with maximum fees from $250 (Single Topic Analysis) up to $10,000 (Tier 5).
$0 - $1,000,000: 1.50% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $5,000,000+: 1.00% (Wrap Fee for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $0 - $1,000,000: 0.75% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $1,000,000 - $5,000,000: 0.50% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $5,000,000+: 0.30% (Fee and/or Commission for Core Leaders, Value & Income, Equity Opportunities, Fixed Income and Blended Allocation) $0 - $1,000,000: 1.25% (Wrap Fee for ETFAdvisor and FundAdvisor) $1,000,000 - $5,000,000: 1.00% (Wrap Fee for ETFAdvisor and FundAdvisor) $5,000,000+: 0.75% (Wrap Fee for ETFAdvisor and FundAdvisor) $0 - $1,000,000: 1.50% (Wrap Fee for DavenportOne) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for DavenportOne) $5,000,000+: 1.00% (Wrap Fee for DavenportOne) $0 - $1,000,000: 2.50% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.50% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (FMA I Fee-only for Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $1,000,000 - $5,000,000: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $5,000,000+: 2.00% (FMA II Fee and/or Commission for Equities, Fixed Income, Cash and Money Market Funds) $0 - $1,000,000: 1.50% (Wrap Fee for ManagerSelect) $1,000,000 - $5,000,000: 1.25% (Wrap Fee for ManagerSelect) $5,000,000+: 1.00% (Wrap Fee for ManagerSelect) $0 - $250,000: 1.50% (Wrap Fee for Portfolio Management Account) $250,000 - $1,000,000: 1.25% (Wrap Fee for Portfolio Management Account) $1,000,000 - $2,000,000: 1.00% (Wrap Fee for Portfolio Management Account) $2,000,000+: 0.75% (Wrap Fee for Portfolio Management Account) $0 - $250,000: 1.25% (Fee and/or Commission for Portfolio Management Account) $250,000 - $1,000,000: 1.00% (Fee and/or Commission for Portfolio Management Account) $1,000,000 - $2,000,000: 0.75% (Fee and/or Commission for Portfolio Management Account) $2,000,000+: 0.50% (Fee and/or Commission for Portfolio Management Account) $0 - $200,000: 0.50% (Fee and/or Commission for Portfolio Review) $200,000 - $1,000,000: 0.25% (Fee and/or Commission for Portfolio Review) $1,000,000+: 0.10% (Fee and/or Commission for Portfolio Review) $0+: 1.25% (Fee and/or Commission for Davenport Managed Assets Program) $0 - $1,000,000: 1.00% (Wrap Fee for Donor Advised Program: Core Leaders, Value & Income, Equity Opportunities) $1,000,000+: 0.75% (Wrap Fee for Donor Advised Program: Core Leaders, Value & Income, Equity Opportunities) $0+: 0.75% (Wrap Fee for Donor Advised Program: FundAdvisor, ETFAdvisor, and Charitable Allocation Strategies) $0 - $1,000,000: 0.40% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $1,000,000 - $5,000,000: 0.30% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $5,000,000+: 0.20% (Wrap Fee Fixed-Income Only Accounts for Donor Advised Program) $0 - $1,000,000: 1.00% (Flexible Retirement Account Consulting standard asset based fee on first $2,000,000) $2,000,000 - $4,000,000: 0.75% (Flexible Retirement Account Consulting standard asset based fee on next $2,000,000) $4,000,000 - $5,000,000: 0.60% (Flexible Retirement Account Consulting standard asset based fee on next $1,000,000) $5,000,000+: 0.40% (Flexible Retirement Account Consulting standard asset based fee on next $5,000,000)
Fee and/or Commission and Commission Only cost options available; commissions charged on securities transactions, minimum commission typically $85, negotiable.
Investment Consulting fees may be hourly, fixed, percentage of assets under consultation, or a combination, negotiated per client.
Performance-based incentive fees charged by Private Funds managed by Davenport employees; not charged to individual advisory client accounts.
Account minimum: $25,000 Minimum fee: $40 minimum fee or rebate applied for intra-quarter deposits or withdrawals of $50,000 or more, prorated fees charged or refunded accordingly. Fee-only: Flexible Managed Account I Fee-only with tiered rates: 2.50% for first $5 million, 2.00% above $5 million on equities and fixed income; 2.00% flat on mutual funds and UITs.
Naples, FL
Florida · Texas · Virginia
Davenport & Company LLC
1988 - Present (38 years)
#Ia Davenport & Company Llc
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Naples, FL
Local Wealth Advisors
Charley Corbett is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Local Wealth Advisors in Naples, FL. His prior experience includes roles at Aviance Capital Partners LLC, Nova Wealth Management, and Charles Schwab. Outside of his advisory work, he manages homeowner association operations as a self-employed property management professional. Local Wealth Advisors manages private investment funds for qualified investors and provides retirement plan consulting and management for employer plan sponsors. The firm combines fundamental analysis with Modern Portfolio Theory, utilizing both passive and active investment vehicles within an asset-allocation framework that prioritizes liquidity, tax considerations, and diversification.
CFP®, CPA
Naples, FL
Susko Wealth Advisors
I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.
Series 65
Naples, FL
MTH Trading & Capital Management, LLC
Mark Harrison is a financial advisor at MTH Trading & Capital Management, LLC, an independent firm based in Naples, FL. He holds a Series 65 designation and has 16 years of industry experience. Harrison has been with MTH Trading & Capital Management since 2009. MTH Trading & Capital Management provides portfolio management and Investment Supervisory Services primarily for individual and high-net-worth clients, utilizing a combination of charting, fundamental, technical, and cyclical analysis. The firm employs strategies including long- and short-term trading, short sales, and options writing, and operates with discretionary trading authority while focusing on equities, bonds, fixed income, ETFs, and government securities.
Series 66
Naples, FL
Gillespie Wealth Management Inc
Archer Gillespie is the sole advisor at Gillespie Wealth Management Inc in Naples, FL, holding a Series 66 designation with 19 years of industry experience. He has led his firm since 2013 and is also a licensed life and health insurance agent. Gillespie Wealth Management provides comprehensive financial planning, individualized portfolio management, and family office services including estate planning, tax coordination, philanthropic planning, and concierge support. The firm emphasizes an investment approach focused on value, safety, quality, and risk control, and is notable for combining traditional advisory services with family office offerings such as aircraft and yacht consulting alongside insurance product recommendations.
Series 66
Naples, FL
Berger Wealth Management, LLC
Jamie Berger is the sole advisor at Berger Wealth Management, LLC in Naples, FL, with 18 years of industry experience. He previously worked for Stifel Independent Advisors, LLC from 2008 to 2024. Berger is also an independent insurance agent, selling insurance products since 2008. Berger Wealth Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, business owners, and qualified retirement plans. The firm uses tailored investment programs based on client goals, employing methods such as cyclical analysis and modern portfolio theory, and manages more than 200 client relationships, including corporate and institutional pension consulting services.
Series 63, Series 65
Naples, FL
House Capital Advisors, LLC
Kenneth Rubin is a financial advisor at House Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Oppenheimer & Co from 2008 to 2016. Rubin has been with House Capital Advisors since 2018. House Capital Advisors is a state-registered investment adviser serving individuals, trusts, estates, and institutional and nonprofit clients. The firm employs an active, research-driven investment approach utilizing fundamental, technical, and economic analysis to manage portfolios and adjust asset allocations.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
