River Wealth Advisors manages investment portfolios on a discretionary and non-discretionary basis, utilizing a fundamental approach to allocate assets among stocks, bonds, mutual funds, and exchange-traded funds. In addition to investment management, River Wealth offers a wide range of financial planning and consulting services, including business planning, investment consulting, cash flow forecasting, insurance needs analysis, portfolio modeling, retirement planning, charitable giving, trust and estate planning, and risk management. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses from offices in Camp Hill, Allentown, and Lancaster, Pennsylvania.
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.