Kendra Lynn Kasznel Reilly

CFP

Interchange Capital Partners

11 Years of Experience

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Firm Information

Interchange Capital Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

204 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$595.9M

Fee Structure

Financial Plan Fee:$12,000 - $120,000

Financial planning fees range from $12,000 to $120,000, while business consulting fees range from $15,000 to $50,000 for initial services and $12,000 to $100,000 per quarter thereafter. These fees are negotiable. The firm charges an annual fee for investment management services based on assets under management, not exceeding 2.75%.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

301 Grant Street, Suite 3550, Pittsburgh, PA, 15219

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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.