Kyle Ray
Advisor at Ridgeback Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ridgeback Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ridgeback Wealth Management
Location
Peachtree City, GA 30269
Credentials
Series 65
Industry experience
1 year
Kyle Ray is a financial advisor at Ridgeback Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Shepherd Financial and Northwestern Mutual. Ridgeback Wealth Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on customized investment policies and comprehensive planning. The firm emphasizes asset allocation using mutual funds, ETFs, and government securities, offering discretionary management and the option for socially responsible investing.
Based on Ridgeback Wealth Management
Ongoing Financial Planning fees range from $250 to $333.34 per month or $750 to $1,000 per quarter, paid monthly or quarterly in arrears; fees negotiable.
Project-Based Financial Planning charged at $250 per hour; fees negotiable; portion collected in advance.
Account minimum: $300,000 (may be reduced or waived on a case-by-case basis) Minimum fee: Wealth Management fees range from $1,450 to $5,800 per quarter, paid quarterly in advance; fees are negotiable and based on client complexity and needs. Fee-only: Fee-only firm compensated solely by client fees; no commissions or sales-related compensation.
470 Commerce Dr, Suite 670
Peachtree City, GA 30269
Georgia
Ridgeback Wealth Management, LLC
2024 - Present (2 years)
Shepherd Financial
2020 - 2024 (4 years)
Northwestern Mutual
2018 - 2020 (2 years)
Self Employed
2014 - 2019 (5 years)
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