Cory Davenport
Cory Davenport is a CFP-designated registered investment advisor at The Davenport Financial Group, INC., based in Dayton, OH, with 21 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 131 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.25% |
Fees for accounts above $500,000 are negotiable. Fees may also be negotiable based on household accounts.
Fee Estimator
Location
267 Regency Ridge Dr., Dayton, OH, 45459
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cory works as an investment advisor representative for Sound Financial, dedicating nearly full-time hours. Cory also works for The Davenport Financial Group, Inc. as an agent/investment adviser representative offering accident/health, fixed annuities, LTC, disability and traditional life insurance, dedicating a few hours per week.
Employment History
Current Registrations
The Davenport Financial Group, INC.
Sound Financial Investment Management, LLC
Previous Registrations
Lincoln Financial Securities Corporation
The Huntington Investment Company
Natcity Investments, INC.
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
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