Kent Whitaker is a registered investment advisor at Kp7 Investors LLC, based in Greenwich, CT, with 8 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 12 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Clients may also be charged a performance-based fee of up to 12% of any gains in the client account for the year, subject to a high-water mark calculation.
Fee Estimator
Location
164 Mason Street, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kp7 Investors LLC
Previous Registrations
Castle Hill Capital Partners, INC.Broker
Regent Street Capital, LLC
Cigna Securities, INC.Broker
State Registrations2 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.