Edward O'gorman
Edward O'gorman is a CFA-designated registered investment advisor at River Wealth Advisors LLC, based in Camp Hill, PA, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 857 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
River Wealth Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and can be up to 1.25% depending on the size and complexity of your portfolio. The fee is calculated each quarter based on the market value of your investments on the last day of the previous quarter.
Location
100 Corporate Center Drive, Suite 102, Camp Hill, PA, 17011
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Regulatory History (1)
Customer Dispute
September 2020Employment History
Current Registrations
River Wealth Advisors LLC
Previous Registrations
Fma Advisory INC
Security Capital Management
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.