Edwin Day is a registered investment advisor at Kcd Financial, INC., based in Bellevue, WA, with 31 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCD Financial offers asset management programs where fees are a percentage of the assets they manage. This fee can range from 0.5% to 3% annually, as agreed upon between you and KCD. The smaller your portfolio, the larger the percentage you might pay, and vice versa. The specific fee structure will be detailed in your Investment Advisory Services Agreement.
Location
40 Lake Bellevue Drive, Suite 100, Bellevue, WA, 98005
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Regulatory History (1)
Criminal
April 1965Other Business Activities
Edwin is a member of Heritage Benefits LLC (estate planning) since 2003, dedicating about 10-20% of his time. He is also a member of Heritage Benefits Investment Management LLC, spending about a quarter of his time, and a member of EA Day LLC, an investment holding company, spending minimal time.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.Broker
Kcd Financial, INC.
Previous Registrations
Heritage Benefits Investment Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Heritage Benefits Financial Services, INC.Broker
Pml Securities CompanyBroker
Eneric Financial Services, INC.Broker
State Registrations6 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.