Trevor Davenport is a registered investment advisor at Ptma Investment Advisors, based in Denver, CO, with 10 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 82 clients with $100B 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 vary by client type and strategy, with individual equity, fixed income, and balanced strategies charged up to 1.00% annually. Institutional fixed income strategies are charged up to 0.45% annually. Fees are negotiable.
Fee Estimator
Location
717 17th Street, Suite 1850, Denver, CO, 80202
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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 →Employment History
Current Registrations
Ptma Investment Advisors
Pma Securities, LLC
Pma Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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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