John Davenport is a registered investment advisor at Davenport Advisors 14 LLC, based in Newport Beach, CA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 1 clients with $9.7M 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% |
Investors also pay a performance fee of 20% of net profits above the account’s previous high-water mark.
Fee Estimator
Location
1400 Quail Street, Suite 195, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner at Davenport Partners, Inc., a commercial real estate consulting firm, since 2002. He dedicates full-time hours to DPI, with about half his time spent on investment advisor work.
Employment History
Current Registrations
Davenport Advisors 14 LLC
State Registrations1 state
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