Stephen Yarmesch is a registered investment advisor at Riverview Research, LLC, based in Independence, OH, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 34 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Riverview Research offers private wealth management and outsourced Chief Investment Officer (CIO) consulting services for an annual fee. The fee is based on the amount of your assets and the complexity of the services provided. Fees range from $20,000 to $250,000 per year, billed quarterly in advance. This fee does not include investment manager fees, transaction costs, or custodial fees.
Location
6595 Brecksville Road, Suite 3, Independence, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the president of Riverview Research LLC, an investment-related firm, dedicating nearly all of his time to it. He also works as a portfolio manager for Oberlin Wealth Partners, LLC, another investment-related firm, spending minimal time on this role.
Employment History
Current Registrations
Riverview Research, LLC
Previous Registrations
Oberlin Wealth Partners, LLC
Independent Financial Partners
Mid Atlantic Financial Management, INC.
Nrp Advisors, INC.
State Registrations2 states
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.