Brian Hughes is a CFA, CFP-designated registered investment advisor at River City Wealth Management, based in Jacksonville, FL, with 19 years of industry experience. Brian 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.
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Current Registrations
River City Wealth Management
Previous Registrations
Advisory Services Network
Madden Advisory Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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