Kay Kidwell is a CFP-designated registered investment advisor at Riversedge Advisors, based in Wilmington, DE, with 17 years of industry experience. Kay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 454 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RiversEdge Advisors' investment advisory fee is tailored to each client and can range up to 2.50% per year. This fee applies to both discretionary and non-discretionary assets. Clients receiving financial planning and consulting services may be subject to an extra fee, either added to the advisory fee or billed separately. All fee arrangements are negotiable. The advisory fee includes held-away account services through the Pontera online platform. Fees are calculated based on the daily average balance, except for accounts with Independent Managers, where fees are based on the value as of the last business day of the quarter.
Location
600 N King St, Suite 200, Wilmington, DE, 19801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Riversedge Advisors
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Haverford Trust Securities, INC.Broker
State Registrations2 states
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