Form CRS

Our representatives receive a cash bonus based on how much their overall revenue (the total commissions and fees they charged to their clients) has increased ...

In a brokerage account (Account), you pay commissions and other sales fees on a per transaction basis. We may recommend investments for your Account, but ...

For standalone financial planning, we do not monitor your account unless we agree in writing to do so

The information in this Form CRS is subject to the more complete terms and conditions of our brokerage or investment advisory agreements and disclosures (including ...

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."