Form CRS

Your Investment Professional has an incentive to recommend transfers or rollovers of existing accounts into your Davenport advisory account to increase the amount of assets ...

The opportunity presents to see how they answered the delicate question of how their financial professionals make money

"Our firm offers both discretionary advisory services (where our firm makes the decision regarding the purchase or sale of investments) as well as non-discretionary services ...

"The “wrap fee” paid by the client to the sponsor, which includes the fee for advisory services provided by CRMC is generally based on a ...

"Most often, we provide our services to you through an intermediary, such as a private wealth adviser or a wrap fee program sponsor with whom ...

"For free and simple tools to research our firm and representatives, please visit Investor.gov/CRS."

"When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the ...

"You also pay other fees and costs, directly or indirectly, related to our advisory services. These fees vary greatly based on your choice of account, ...

"We review the assets of client accounts on a continuous basis to ensure they are being managed consistently with the applicable investment strategy. A limitation ...

"If you participate in a wrap program, the wrap fee you pay to the Sponsor will not include Trading Costs if we 'trade away,' or ...