Kathryn Ridge
Kathryn Ridge is a registered investment advisor at First Advisors National, LLC, based in Greenville, TX, with 8 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M 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 | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
4815 King Street, Suite B, Suite B, Greenville, TX, 75401
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kathryn owns 401katy, LLC, a rental property, since 2015, dedicating minimal time. She also provides insurance services through Ridgeway Insurance, spending full-time hours on this activity.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Center Street Advisors, INC.
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.