Michelle Barron is a CFP-designated registered investment advisor at River City Wealth Management, based in Jacksonville, FL, with 17 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 128 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
River City Wealth Management charges an annual fee based on the value of your account, which includes cash holdings. Fees typically range from 1.00% to 1.50% annually. You'll be billed in advance on a quarterly basis. If you add or remove money during the quarter, the fee will be adjusted accordingly.
Location
10175 Fortune Pkwy, Unit 603, Jacksonville, FL, 32256
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Regulatory History
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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Michelle is a manager at Barron Properties Florida, LLC, a property management company, dedicating minimal time. She is also a manager at RCW Management, LLC, a service company, dedicating minimal time.
Employment History
Current Registrations
River City Wealth Management
Previous Registrations
Advisory Services Network
Madden Advisory Services, INC.
State Registrations1 state
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.