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 Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 293 clients with $900M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Minimum annual fee is the lesser of $25,000 or 1.00% of assets under management. Fees are negotiable.
Fee Estimator
Location
401 Merritt 7, Ph, Norwalk, CT, 06851
Get directionsHistory
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.
Exams
More Advisors
- Jennifer Huisking, CFP, ChFCGoldman Sachs & CO. LLC
- Marc Mungin, ChFCLincoln Investment
- Jose Vivero, CFP, ChFCUnited Financial Planning Group LLC
- Brian Shea, CFPShea Financial Advisors
- Matthew Wunder, CFPNorthwestern Mutual Investment Services,llc
- Felix Serrano, CFP