Kay Kidwell is a CFP-designated registered investment advisor at Riversedge Advisors, based in Wilmington, DE, with 18 years of industry experience. Kay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees can range up to 1.50% per annum and apply to all discretionary and non-discretionary assets under management and advisement, unless agreed otherwise. All fees are negotiable.
Fee Estimator
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.
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
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
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
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