Katherine Davis is a registered investment advisor at Riversedge Advisors, based in Wilmington, DE, with 9 years of industry experience. Katherine 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2016Employment History
Current Registrations
Riversedge Advisors
Previous Registrations
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Resource Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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