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Judith Savchak

9 Years of Experience
Allentown, PA

Judith Savchak is a registered investment advisor at River Wealth Advisors LLC, based in Allentown, PA, with 9 years of industry experience. Judith 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
900 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

842 W. Hamilton Street, Suite 301, Allentown, PA, 18101

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History

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.

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Other Business Activities

Judith jointly owns a condo with her brother, Steven Rieder, since 2017. The condo is rented for three months per year, but no income is distributed to either owner; Judith spends minimal time on this activity.

Employment History
Current Registrations
River Wealth Advisors LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - December 2018 · 11 mos
Bb&t Securities, LLC
January 2018 - December 2018 · 11 mos
Bb&t Investment Services, INC.
December 2016 - January 2018 · 1 yr 1 mo
Bb&t Investment Services, INC.Broker
November 2016 - January 2018 · 1 yr 2 mos
State Registrations1 state
PA
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.
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