Benjamin Hopper
Benjamin Hopper is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 6 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
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
Benjamin is involved with Kentucky Planning Partners LLC as a DBA for LPL business and KPP Advisory Services LLC as a licensed administrator, spending about 10% of his time providing administrative support. He is also an agent for Levinson & Associates (non-variable insurance) and Veritas Financial Solutions (insurance agency), dedicating minimal time to each.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
State Registrations24 states
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