Miles Moskwa is a CFP-designated registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 4 years of industry experience. Miles 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.
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Miles is involved with Kentucky Planning Partners, LLC, a DBA for his LPL business, and KPP Advisory Services, an independent investment advisor firm where he provides administrative support. He dedicates nearly full-time hours to KPP Advisory Services.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
State Registrations14 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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