Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
435 clients
Average Client Portfolio
$954K average
Assets Under Management
$414.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. RSA may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 S. River Street, Aurora, IL, 60506
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
Amy works as an investment assistant for the Wealth Department of Old Second Bank since 2015. This takes about half of Amy's time.
Employment History
Current Registrations
River Street Advisors, LLC
June 2017 - Present · 8 yrs 9 mos
State Registrations1 state
IL
Advisor
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.
Exams
No exam information available for this advisor.