Eric Poole
Eric Poole is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 12 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B 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 | 2.50% |
Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).
Fee Estimator
Location
9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222
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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 →Other Business ActivitiesSells Insurance
Eric operates his LPL business under the DBA Kentucky Planning Partners and provides investment advisory services through KPP Advisory Services LLC, dedicating about a quarter of his time to the latter. He also works with LTCI Partners, Crump, and The Guardian for non-variable insurance, and Poole Financial Planning, LLC for tax/investment purposes only.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations10 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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