William Kennedy is a CFA-designated registered investment advisor at Riskbridge Advisors, LLC, based in Norwalk, CT, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 0.65% |
Fees are subject to negotiation. For relationships where RiskBridge is hired only for cash management or performance reporting services, the maximum current applicable fee rate is 0.10% annually.
Fee Estimator
Location
401 Merritt 7, Ph, Norwalk, CT, 06851
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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 →Employment History
Current Registrations
Riskbridge Advisors, LLC
Previous Registrations
Fieldpoint Private Securities LLC
Fieldpoint Private Securities, LLCBroker
Mmc Securities CORP.Broker
Citigroup Global Markets INC.Broker
Salomon Brothers 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.