4th River Financial Group (RFG) provides ongoing investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your specific situation. RFG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They provide subscription services like newsletters and educational seminars at no extra cost.
Assets Under Management$68M
Clients301
Advisors4
Avg. per Client$230K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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