Rachel Stam is a registered investment advisor at River Wealth Advisors LLC, based in Camp Hill, PA, with 7 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 900 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and generally range up to 1.25% annually based on the size and complexity of the portfolio. Billed quarterly in arrears.
Fee Estimator
Location
100 Corporate Center Drive, Suite 102, Camp Hill, PA, 17011
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Regulatory History
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
Rachel is an owner and CPA at Stam & Associates, CPAs, a public accounting firm, since 2011. She dedicates full-time hours to tax preparation.
Employment History
Current Registrations
River Wealth Advisors LLC
State Registrations1 state
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
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