Scott Huff
Scott Huff is a registered investment advisor at River Wealth Management LLC, based in Medina, OH, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 249 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
River Wealth Management reserves the right to discount fees.
Fee Estimator
Location
5054 Paramount Blvd., Medina, OH, 44256
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Scott is the creator of Yourefolio, a planning software provided to professional advisors, dedicating about half his time to it. He also works as an insurance agent, spending minimal time on ancillary insurance sales.
Employment History
Current Registrations
River Wealth Management LLC
Previous Registrations
Arbor Point Advisors
Jk Investment Group, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Destiny Capital Securities CorporationBroker
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.