David Porter
David Porter is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 44 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
December 1999Other Business ActivitiesSells Insurance
David operates Kentucky Planning Partners LLC and KPP Advisory Services LLC, spending full-time hours on each. He also works with Crump Insurance LTC Office and Capitas Financial, dedicating minimal time to non-variable insurance brokerage.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Centennial Financial Services, INC.Broker
J.C. Bradford & CO.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.