Robert Davenport is a registered investment advisor at Farther, based in Setauket, NY, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Setauket, NY
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Regulatory History (2)
Customer Dispute
July 2020Customer Dispute
August 2014Other Business Activities
Robert serves as the trustee of the Bennett Family Trust since 2004, dedicating a few hours per week to this role. The trust operates out of Las Vegas and is not primarily investment-related.
Employment History
Current Registrations
Farther
Previous Registrations
Goldman Sachs Personal Financial Management
Girard Securities, INC.
Girard Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
MML Investors Services, INC.
MML Investors Services, 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.