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Kevin Riley

5 Years of Experience
Atlanta, GA

Kevin Riley is a registered investment advisor at Astrop Advisory Corporation, based in Atlanta, GA, with 5 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 94 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$280K average
Assets Under Management
$26.3M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.50%
$250K+1.00%

Fees are negotiable. Employees and their families may be entitled to lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Atlanta, GA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is the President of Unibat USA, a motorcycle battery distribution business that is in the process of winding down, since 2015. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Astrop Advisory Corporation
April 2020 - Present · 6 yrs 1 mo
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.