Brian Carney is a CFP, ChFC-designated registered investment advisor at Riversedge Advisors, based in Wilmington, DE, with 24 years of industry experience. Brian 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 (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Brian is a partner at Riversedge Advisors LLC, focusing on financial planning and investment management, dedicating about a quarter of his time. He also owns rental property and acts as an independent insurance agent for various companies, spending minimal time on these activities, and is a partner at RiversEdge Business Services dba RiversEdge Tax & Advisory.
Employment History
Current Registrations
Riversedge Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Newton One Advisors
M Holdings Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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.