Andrew Davenport
Andrew Davenport is a registered investment advisor at Quest 10 Wealth Builders, INC., based in Fuquay-Varina, NC, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 428 clients with $190M 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 | 1.65% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1M+ | 1.30% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
7629 Purfoy Road, Suite 105, Fuquay-Varina, NC, 27526
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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
Quest 10 Wealth Builders, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.