Kyle Ray is a registered investment advisor at Ridgeback Wealth Management, based in Peachtree City, GA, with 1 years of industry experience. Kyle 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 2 more. Their firm serves 9 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ridgeback Wealth Management charges a fixed fee, ranging from $1,450 to $5,800 per quarter, for wealth management services. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
Location
470 Commerce Dr, Suite 670, Peachtree City, GA, 30269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ridgeback Wealth Management
State Registrations1 state
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