River Street Advisors, LLC
Assets Under Management
$414.9M
Number of Clients
435
Number of Advisors
10
Avg. Portfolio per Client
$954K
Avg. Managed per Advisor
$41.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
River Street Advisors (RSA) is an asset management and financial planning firm. RSA creates diversified investment portfolios using individual securities, mutual funds, and exchange-traded funds, tailored to your goals and risk tolerance. RSA also offers financial planning services, ranging from broad-based planning to single-subject consultations. RSA may use third-party service providers to assist with tax and estate planning.
Fee Structure
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
Areas of Practice
Location
37 S. River Street, Aurora, IL, 60506