River Wealth Advisors provides investment management, financial planning, and investment consulting to individuals, families, and businesses. They manage client portfolios, allocating assets among stocks, bonds, mutual funds, and ETFs. River Wealth also offers financial planning services, including retirement planning, estate planning, and insurance needs analysis. They tailor their services to meet individual client needs and objectives.
Fee Structure
River Wealth Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and can be up to 1.25% depending on the size and complexity of your portfolio. The fee is calculated each quarter based on the market value of your investments on the last day of the previous quarter.