A complete list of active advisors currently associated with Davenport Watts & Drake Investment Advisors, LLC

Warmer can help you find a great advisor at Davenport Watts & Drake Investment Advisors, LLC or one who fits your needs even better.

Davenport Watts & Drake provides personalized financial planning and investment management to individuals, small businesses, qualified retirement plans, trusts, and charitable organizations. The brochure lists services including retirement and estate planning, cash flow and tax planning, insurance review, investment management, education funding, and business-continuation planning. The firm manages client assets on a discretionary basis using strategic asset allocation, diversification, and periodic rebalancing with a long-term perspective while seeking to minimize income taxes and expenses. Portfolios are primarily constructed from no-load mutual funds and exchange-traded funds, with individual equities used at client request, and each client signs an Investment Policy Statement documenting objectives and constraints. A notable feature is that, in addition to asset-based advisory fees, the firm discloses receipt of commissions from prior insurance placements and maintains two licensed insurance persons on staff who could represent clients for future insurance needs, with remuneration disclosed as required. The firm reports managing approximately $157 million across roughly 214 discretionary accounts, bills fees in arrears via direct custodial deduction, does not use performance-based fees, and does not participate in wrap fee programs.

To learn more about the advisors currently working at Davenport Watts & Drake Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.