Kpp Advisory Services Llc

Kpp Advisory Services Llc

Louisville, Kentucky

5.0

2 Reviews

KPP Advisory Services LLC is a highly regarded investment advisory firm headquartered in Louisville, KY, with a strong presence across 13 offices. Committed to delivering exceptional financial solutions, KPP Advisory Services boasts a team of 31 dedicated professionals, of which 23 specialize in providing expert investment advisory services. With an average of approximately $64,180,000 in assets under management per investment advisor, KPP Advisory Services aligns well with the industry average. Distinguished by their extensive experience and comprehensive compensation structure, KPP Advisory Services caters to a diverse clientel...see more

Assets Under Mgmt

$1.48B

Investment Professionals

23

Locations

12

% 401K & Individual

78%

% Discretionary

97%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Other Business Activities

  • Registered representative of a broker-dealer
  • Insurance broker or agent

Reviews for Kpp Advisory Services Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website