Khristopher Torres is a registered investment advisor at Riversedge Advisors, based in San Antonio, TX, with 8 years of industry experience. Khristopher 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
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Riversedge Advisors
Previous Registrations
Titleist Capital, LLCBroker
Alliancebernstein Investments, INC.Broker
USAA Financial Advisors, INC.Broker
Citigroup Global Markets INC.Broker
LPL Financial LLCBroker
AXA Advisors, LLCBroker
State Registrations2 states
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