ED

Edwin Ambrose Day

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,145 clients
Average Client Portfolio
$159K average
Assets Under Management
$182.6M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$150 - $1,000
Hourly Rate:$50 - $150/hr

Fees for asset management programs range from 0.5% to less than 3% annually, as agreed upon in writing. The smaller the portfolio, the larger the fee, and conversely. Financial planning and appraisal services are based on hourly ($50-$150) or fixed fees ($150-$1,000). Third-party management programs have their own fee schedules. A $25,000 minimum account requirement may be waived. Fees are negotiable within the stated ranges.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

40 Lake Bellevue Drive, Suite 100, Bellevue, WA, 98005

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Regulatory History (1)
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Criminal
April 1965
Final Disposition
Other Business Activities

Edwin is a member of Heritage Benefits LLC (estate planning) since 2003, dedicating about 10-20% of his time. He is also a member of Heritage Benefits Investment Management LLC, spending about a quarter of his time, and a member of EA Day LLC, an investment holding company, spending minimal time.

Employment History
Current Registrations
Kcd Financial, INC. Broker
July 2025 - Present · 6 mos
Kcd Financial, INC.
July 2025 - Present · 6 mos
Kcd Financial, INC.
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Heritage Benefits Investment Management, LLC
June 2005 - December 2018 · 13 yrs 6 mos
Cambridge Investment Research Advisors, INC.
March 2005 - December 2005 · 9 mos
Cambridge Investment Reserarch, INC.
November 2001 - March 2005 · 3 yrs 4 mos
Heritage Benefits Financial Services, INC.Broker
February 1999 - March 2017 · 18 yrs 1 mo
Pml Securities CompanyBroker
July 1994 - December 1994 · 5 mos
Eneric Financial Services, INC.Broker
April 1994 - December 1998 · 4 yrs 8 mos
State Registrations6 states
CACOMTTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Edwin Ambrose Day - Financial Advisor | AdvisorDiscover