Kristen Kline is a registered investment advisor at Newedge Advisors, based in San Diego, CA, with 11 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
8181 Mission Gorge Road, Suite C, San Diego, CA, 92120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristen conducts advisory services through NewEdge Advisors, LLC, doing business as Mission Trails Financial. She is also a Registered Financial Planning Admin and dedicates full-time hours to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Mission Trails Financial
State Registrations1 state
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