Robert Davenport
Robert Davenport is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 36 years of industry experience. Robert 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
January 2009Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Robert is an IAR for Kentucky Planning Partners, LLC and KPP Advisory Services LLC, dedicating about a quarter of his time to the latter. He also participates in fixed insurance cases through Kentucky Planning Partners and sells fixed life insurance through Levinson and Associates, spending minimal time on each, and has ownership in two property LLCs.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations44 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.