John Davenport is a registered investment advisor at Davenport Pbh LLC, based in Inlet Beach, FL, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $6.5M 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 | 1.50% |
Also charges a performance fee of 7.5% of capital gains annually.
Fee Estimator
Location
137 Roundwood Dr, Inlet Beach, FL, 32461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Davenport Pbh LLC
Previous Registrations
RBC Capital Markets, LLCBroker
State Registrations2 states
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