Kendra Reilly is a CFP-designated registered investment advisor at Interchange Capital Partners, based in Pittsburgh, PA, with 12 years of industry experience. Kendra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 218 clients with $740M 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 | 2.75% |
Fees are negotiable and will not exceed 2.75% per year.
Fee Estimator
Location
301 Grant Street, Suite 3550, Pittsburgh, PA, 15219
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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
Interchange Capital Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
PNC Investments
PNC InvestmentsBroker
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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